Our Investment Approach

Our approach

Our overarching aim is to grow your wealth over time. We are a fund manager with the talent and skill to deliver on investors’ objectives through our range of diversified investment solutions.

Our active management approach

As markets change, we constantly re-evaluate our investments to achieve the best outcomes. We take advantage of investment opportunities as they arise and seek to minimise downside risk when markets are less favourable. We interact with hundreds of companies each year to assess where your money should and shouldn’t be invested. We research investments to identify potential opportunities others may not see.

Our approach to Sustainable Investment

We always consider ESG

We undertake in depth analysis of the Environmental, Social and Governance (ESG) credentials of every company we invest in.

We play our part through engaging

We believe we can make the biggest impact by engaging with companies to address sustainability issues and drive positive change.

We do not invest in companies that fail to meet our standards

Companies that do not meet our minimum standard of sustainable practices are added to our exclusion list.