Our aim is to outperform in a variety of market conditions by taking advantage of the opportunities that occur across the business and market cycles. Our investment discipline gives us conviction in the decisions we make to generate consistent outperformance. We believe our adaptable investment style and robust processes are the foundations of our continued success.

We are conviction investors.
Our style is pragmatic, and we believe that different factors (fundamentals, technicals and valuations) vary in influence at different times. We adapt to changing conditions and aim to exploit opportunities throughout the economic cycle.

We focus our research on stock selection and idea generation rather than blanket research coverage.
We evaluate stocks using analysis of fundamentals, valuations and technicals, with a focus on identifying changes that drive stock prices. Our fundamental research combines top-down macroeconomic analysis with bottom-up research into companies and their industry sectors.

Teamwork is vital to our approach.
We encourage our people to debate and challenge each other’s thinking, paving the way for more-rounded decision making. Our experienced and stable equity team delivers input from many sources and views from different perspectives.  Decisions, once made, are not only fully informed, but carried out with conviction.

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