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What We Do

‘Treating customers fairly’ is a belief we hold – the client really does come first.We operate a disciplined investment process and range of globally diversified strategies.

Our investment decision-making process is based upon fundamental economic analysis and a disciplined ‘top down’ approach.

We generate ideas by identifying investable opportunities which we believe have fundamental and enduring characteristics.

We aim to preserve capital and income by delivering consistent investment performance.

We recognise that you will have specific investment needs and objectives so our portfolio strategies are designed to suit your specific requirements, while ensuring that the risks are fully explained and understood.

We keep you in touch with what’s going on.