Global Equity Focused

Investment approach

Sustainable returns and low volatility are achieved by investing in a highly concentrated (yet diversified) portfolio of companies in which we have the utmost conviction, which as a result of unique competitive advantages, are able to generate stable and strong return on invested capital (ROIC) with little dependence on financial leverage, grow shareholder wealth through superior and consistent long term rates of return and preserve capital.

Key Characteristics

  • Long term investing ensures emphasis on high quality, best of breed companies and consistency of performance
  • Strong disciplined approach from which this experienced team never deviates
  • Rigorous research ensures very deep knowledge of portfolio companies and consistent success of our approach
  • Extremely high conviction focused portfolio with diversified sources of alpha
  • Broad universe of potential investment opportunities