HOW WE INVEST
The capital cycle investment philosophy and supply-focused discipline lies at the heart of our differentiated approach.
As global investors our universe is vast – our framework focuses attention on what matters the most.
A diversified portfolio and patience enables us to incorporate exciting opportunities that more conventional investment managers cannot.
We build our portfolio to generate exceptional long-term returns, not tick other people’s boxes.
We set ourselves the highest standards of honesty and accountability, placing them at the core of the relationships we build with clients, investee companies, and each other.
We are all generalists fascinated by the world around us. We encourage individuality, diversity of opinion, creativity, and innovation at every level.
Disagreeing with one another stimulates debate, avoids groupthink, and synthesises fresh ideas. This requires a culture of mutual understanding, collaboration, and confidence.
We are proudly unconventional. We do not accept received wisdom, and we are not afraid to challenge the consensus. Orthodoxy is not for us.
Autonomy is embedded in our philosophy, from our perpetual partnership structure to our multi-counsellor investment platform.
Life is both too long and too short not to enjoy what you do. Investing is our craft, not our job.