U.S. Equity

Investment approach

Superior and sustainable results are achieved by investing in a concentrated (yet diversified) portfolio of high quality companies and holding them for the very long run. As a result of unique competitive advantages, these companies are able to generate stable and strong return on invested capital (ROIC), provide ample long-term growth potential at incrementally higher ROIC, generate strong and predictable free cash flow, consistently compound shareholder wealth over the long term and preserve capital.

Notes
Also available under the following approaches: Ethical filter and ESG considerations, Currency-hedged.

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
  • High conviction focused portfolio with diversified sources of alpha
  • Broad universe of potential investment opportunities
  • Strong risk-adjusted returns, top ranking relative to its peers