Philosophy

We believe having the right incentives is key to achieving superior performance in investment management. In particular, it is important to avoid the investing equivalent of the compulsion to move. We are set up to achieve this in three ways:

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• We have ‘skin in the game’. A significant portion of our investment team's net worth is committed to our funds, ensuring that we treat your money just as we would our own.

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• We do not charge a % of AUM fee. It is our firm belief that management fees should not be a profit centre, keeping our investment team focused on performance rather than asset gathering. 

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• We only accept investors who have a long term outlook and with whom our investing philosophy resonates. Our investors understand that we are focused on the long term value of businesses and not the short term gyrations in their prices.