We are passionate about good investing, because it makes a real difference to peoples’ lives.

We love investing almost to the point of being considered investment ‘geeks’ by some (it is true that we use the word ‘interesting’ far too much!).

We love the work that we do and the relationships we build with our client firms.

We are passionate about:

  • deeply-considered, evidence-driven investing;
  • our conviction that all investors deserve well-structured and effective investment portfolios;
  • building and maintaining simple, yet robust, investment propositions for our client firms;
  • our independent thinking, perspective and advice;
  • the practical ongoing support we provide to our clients that they seem to appreciate.