Investment Philosophy

WHO WE ARE

We have worked together since 2014 as a stock-picking team. Our experience is that long-term outperformance in equities comes from the integration of fundamental research with rigorous process discipline and engagement with corporates.

We aim to create a new asset management model combining superior sustainable returns with a better alignment of interests within our team, with investors, and with all other stakeholders.

Focus is important to us. We will implement our views through a single long-only strategy that we will run as a collegial team.