Investment Philosophy and Process
How we select investments
Our investment philosophy is straightforward. We look for three desirable attributes that identify investments which will potentially make money for clients:
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Attractive valuations relative to growth prospects
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News flow drives prices and we particularly look for announcements which may change company profit forecasts
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Investments with positive price momentum are attractive when viewed in conjunction with valuation and news flow.
We apply these three criteria at each stage of the process - selecting the most appropriate types of assets, industries and individual investments. Investments are sold when these criteria become unfavourable, and the emphasis placed on each factor varies at different stages of the business cycle.
For more information – please contact us or download our Charitable Trust Fund Management Brochure.