Our investment approach is shaped by six core beliefs. By following these principles we aim to maximise clients’ portfolio returns while minimising their investment risk:
Value – we invest where we think the price does not reflect fair value.
Size – smaller companies (on average) offer greater growth potential.
Fundamental – analysis is needed to appraise the quality of earnings and estimate fair value.
Independent – we ignore market noise and current fashions. We diverge significantly from the index.
Patient – we wait for the right investment opportunities before investing.
Long term – frequent trading increases costs and is not the same as good investing.
Who We Work With
Charities with more than £2m to invest can take advantage of our segregated fund management service. Alternatively the Charity Value & Income Fund is ideally suited for smaller charities with significant income needs.