Investment Approach
The strategy invests in 25 to 35 companies with strong wealth creation credentials, backed by sustainable and diversified cash flows that will compound over the long-term. The highly experienced team uses a fundamental, bottom-up research driven investment process. The strategy seeks to deliver superior long-term capital growth, with lower risk of capital loss than the broad global equity markets, over a full market cycle.
Core Principles
- Highly experienced and stable team of global equity investors with a presence across Europe, Asia and Australia
- Portfolio of exceptional companies seeking to deliver superior returns and capital preservation over the long-term
- Focus on wealth creating companies with superior long-term cash flow compounding prospects
- Wealth Creation Framework part of a methodically applied, philosophically aligned and well-designed fundamental research process
- Deep due diligence on each portfolio company and industry ensures an in-depth understanding of each holding
