Our managers' traits
Certain traits bias our selection in favour of better performing managers:
Investing across multiple investment cycles.
Consistent with performance objectives.
Independently owned and controlled by firm employees.
Sufficient funds under management to have the necessary resources and clout, but not so large as to erode future returns.
One core investment discipline, with a focus on best ideas and selective opportunities.
Access to information and key investment decision makers.
Quality opportunities, bought with a high margin of safety.
Longevity of a firm's investor clients.
Our investment opportunities
We focus on investment opportunities that make a profound difference to portfolio returns and diversification. These opportunities are in alternative asset classes or highly differentiated strategies in mainstream asset classes. There is always scope for our active managers to add value. These strategies are not easily replicable by individual or professional investors, and are often not readily available to high net worth investors.