How we think
We have created an investment culture that expects excellence and gives every investment team the resources they need and the freedom to create, continually challenging and developing their investment acumen.
We seek a purer expression of quality companies. We focus on fundamental research, to identify companies with rare and exceptional characteristics that can compound shareholder value over the long term.
These exceptional qualities have enabled companies to deliver sustainably high returns on capital, and compound cash flows over the long term.