We aim to grow long-term wealth through a disciplined, focused and aligned investment strategy.
We invest in a single portfolio of 15 highly profitable, market-leading, global businesses that meet our demanding quality, value and resilience criteria.
We aim to earn a return of 8–12% p.a. after fees over a 5–7-year market cycle.
We believe exceptional businesses, owned through a commonsense and disciplined investment approach, provide the best way to both protect capital and grow it through time.
We believe businesses that are good stewards of the environment, operate for the benefit of all societal stakeholders and are soundly governed will be more successful than their peers. We also believe this success will prove to be more durable.
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