Long-term investors in quality, value and resilience.

Developing long-term wealth through a disciplinied, focused and aligned investment strategy, we invest in a single portfolio of 15 highly profitable, market-leading, global businesses that meet our strict selection criteria and aim to provide a return of 8-12% p.a. after-fees over a 5-7 year market cycle.

Learn more

Long-term investors in quality, value and resilience.

Developing long-term wealth through a disciplinied, focused and aligned investment strategy, we invest in a single portfolio of 15 highly profitable, market-leading.

Learn more

With over 100 years of collective experience, we believe our diverse and eclectic mix of ideas, dedication to our clients and strategic rigour is what brings us all together.

Learn more

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. Complexity often sounds sophisticated, but we  believe it will undermined our ability to invest well.

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01

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

02

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

03

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

Next
Previous

Long-term investors in quality, value and resilience.

Developing long-term wealth through a disciplinied, focused and aligned investment strategy, we invest in a single portfolio of 15 highly profitable, market-leading.

Next
Previous

Developing long-term wealth through a disciplinied, focused and aligned investment strategy, we invest in a single portfolio of 15 highly profitable, market-leading.

Learn more

The future isn’t promised; but simplicity, transparency and a robust investment strategy is a gateway to getting there.

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Quality

Quality to us is about investing in highly profitable, market-leading, growing businesses. They create wealth for shareholders by earning a sustainably high ROIC and reinvesting capital at attractive incremental rates of return.

2/3

Value

We believe the price we pay matters. That’s why we look to own high-quality, growing businesses that are at, or below, their intrinsic value today.

3/3

Resilience

The businesses we own are resilient to economic stress and to competitive challenges, and adaptable to the changing needs of their customers. Time makes them stronger.

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1/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

2/3

Simplicity

Complexity often sounds sophisticated, but we believe it will undermine our ability to invest well. We believe in mastering simplicity.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

3/3

Quality

Quality to us is about investing in growing, durable, wealth-creating businesses. They create wealth for shareholders by earning a sustainably high ROIC and  reinvesting capital at attractive incremental rates of return.

Next
Previous

01

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

02

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

03

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

04

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

05

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

06

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

07

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

08

Title goes here

Complexity often sounds sophisticated, but we  believe it will undermine our ability to invest well. We believe in mastering simplicity.

Next
Previous