The overarching ethos at our core is to manage investments
as if they were our own
As members of the London Stock Exchange, we prefer to invest directly in equities and bonds, cutting out the middlemen and keeping underlying portfolio costs to a minimum. Direct market investment is complemented by funds which invest in more specialist sectors and provide exposure to international markets.
Our investment
principles
1.
We believe in active management, taking advantage of fluctuations in markets to enhance returns.
2.
We strive to identify new opportunities while using our experience to avoid short-lived fads.
3.
Our award-winning research resources provide the foundations for our investment decisions.
4.
We make investing as tax-efficient as possible.
5.
We integrate environmental, social and governance (ESG) analysis into our investment process.
6.
We are conservative stewards of your wealth with a long-term approach.
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