Core to our investment rationale is the belief that asset markets are inherently inefficient and, as such, can be exploited by adopting a disciplined, active and flexible investment process unconstrained by benchmarks.
We believe that it is possible to deliver consistent positive total returns from a concentrated portfolio of high conviction positions.
We also believe that an emphasis on capital preservation and risk management during periods of turbulence or uncertainty is critical to ensuring consistent positive total returns.
Our experienced investment team adopt a predominantly top-down fundamental macroeconomic process to asset selection combined with in-depth bottom-up equity, bond, fund and alternative selection focused on a company’s or a manager’s long-term potential to create value.
Our independence provides us with a significant competitive edge in assessing financial markets and global trends. We are not tied to any rigid benchmark driven asset allocation models.
We prefer to actively and flexibly utilise all asset classes to meet our total return performance and risk objectives.