Quality First, Value Investing
We invest in 15 exceptional global businesses with a disciplined approach to valuation.
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Long-term investors in quality, value and resilience
We aim to grow wealth over the long-term through a disciplined, focused and aligned investment strategy.
We invest in a single portfolio of 15 highly profitable, market-leading, global businesses that meet our demanding quality, value and resilience criteria.
We aim to earn a return of 8–12% p.a. after fees over a 5–7-year market cycle.
What’s important to us
Latest News

Insights Over Information: How we approach company meetings
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Insights Over Information: How we approach company meetings
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Insights Over Information: How we approach company meetings
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Insights Over Information: How we approach company meetings
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2024 Letter to Investors
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2024 Letter to Investors
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2024 Letter to Investors
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