Our clients employ us to beat the FTSE All Share index.

This is a difficult task. It is common sense that a portfolio that is to beat the index needs to be different to that index. How we create this is detailed in the following pages and summarised below.

We concentrate on identifying companies that will generate above average returns and provide a reasonable and growing income. We do not have to buy a company simply because it is big, nor do we have to sell a company simply because it has done well. We restrict the number of investments we hold to between 30 and 40 stocks. This simplifies the task of monitoring the investment and means that if a company is included in a portfolio it makes a difference to the performance.