When you invest with us, there’s no intermediary. You’re dealing directly with the people conducting the analysis, and making the investment decisions – not a relationship manager, broker or adviser. That means full accountability, clear communication, and aligned incentives.
We take an active approach to managing portfolios, responsive to market conditions and driven by conviction. Clients receive monthly updates and detailed quarterly reporting, including commentary on what we’re seeing and how we’re thinking.
Every investment we offer is one we’ve committed to ourselves. Our senior team invests their own capital alongside our clients, on the same terms, in the same vehicles. If it’s not good enough for us, it’s not good enough for you.
Our team has built, bought and sold private businesses. We’ve also managed institutional, endowment and foundation capital. This gives us a rare combination of operational insight and investment expertise, across listed equities, fixed income, real assets and private companies.