The stock picker, long contrarian investor, wealth builder

We have a global approach to investing and are one of only a few genuine stock-specific global equity managers; • focused on delivering absolute after-tax returns over a three-year plus time frame as opposed to relative pre-tax returns; • Our funds offer different risk/return characteristics to those offered by more mainstream investment managers given our focused portfolios and our investment horizon (three years plus). This results in a low correlation to most managers in the market, potentially enhancing portfolio construction; • long-term investor, not a trader. prepared to look through short-term risk issues and concentrate on the long term value of a company; • money is invested in the same funds as our clients – ensuring an alignment of interest and a discernibly greater level of passion, commitment and focus; • have a long-term consistent approach to investing with a strong track record.