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We are a privately owned
investment management
boutique

We are investment led, comprising a highly experienced team
with diverse strengths and backgrounds.







Our objective is to create long term real wealth

We aim to preserve and grow your capital by purchasing assets capable of generating inflation beating returns.

Investing is all that we do and we do it with passion, dedication and vision.

Our investment approach is centred around bottom-up fundamental company analysis

We believe that fundamental analysis allows us to understand the intrinsic value and key drivers of a business.

We are long term investors who run focused, high conviction portfolios, typically owning less than 30 shares. We search for high quality, cash generative companies with strong balance sheets and earnings predictability. We believe inefficient markets create opportunities in mispriced assets.

We believe that the key drivers of a share price are:

  • Real growth in earnings, dividends and cash flows; and
  • A re-rating or change in the PE multiple

A macroeconomic overlay is used to supplement the bottom-up fundamental analysis. This supplementary analysis considers some key macroeconomic drivers which are used to identify both risks and opportunities within industries and asset classes.