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.

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.
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.

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.


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

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