Specialist

We are specialist investment managers because we concentrate our efforts on a small product range and a short list of clients, as we have done since 1986 when the business was founded. Our objective is  to make significantly higher returns than the FTSE All Share.

We have achieved this objective since the business was founded for two principal reasons. First, our clients portfolios do not shadow the index. Second the management of the company is structured to free the investment team from activities that distract from portfolio management. This allows the managers to analyse their sectors of the stockmarket and decide where to invest. These stock decisions are the responsibility of the inidividual, while asset allocation is decided collectively.