Our approach is to blend the long-term outlook of a business owner with opportunistic, short-term adjustments that can present themselves over the market cycle. Thinking like a business owner means focusing on companies that exhibit the right qualitative aspects. This means investing in enterprises that maintain a competitive edge, have a strong balance sheet, have competent and driven management, and consistently deliver steady free cash flows and earnings growth. We actively seek to capture price dislocations that can arise because of short-term shifts in sentiment and market volatility. We do not shy from risk. We welcome it at the right time, at the right price, for the right investment. Active risk management is the key to delivering compounding growth over time. We adhere to a rigorous investment approach, combining top-down, bottom-up elements to identify opportunities with high risk-adjusted returns. We are not constrained to any one benchmark, geography, or asset class. We build and implement bespoke portfolio solutions for private investors, charities, family office and institutions. The portfolio construction process is driven by our clients’ unique circumstances. We look to balance investors’ financial goals with their risk appetite and avoid tax inefficiencies.