Research philosophy

Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events. Here, we give an overview of our investment process and the philosophy behind it.

Investment philosophy

By partnering with us, you’ll benefit from an investment philosophy that has been honed over more than 25 years. Our philosophy is based on some key principles, which support our commitment to meeting your clients’ financial needs and aspirations. They include:

Investing in assets for the long run

Balancing risk and return

Seeking attractively valued growth opportunities

Protecting against inflation

Being cost conscious

Investing responsibly

Responsible investment

For clients with environmental, social and good governance (ESG) preferences, it’s reassuring to know that responsible investment is one of our three pillars of sustainability.

We can incorporate ESG factors into our investment decisions, and are committed to being active stewards and responsible owners of your clients’ assets.

For core holdings, our Research team will vote at company meetings and engage with management on priority material issues, including ESG issues.

Responsible investment


Investment process

Discover how we research and select our companies and funds.

Our services

We offer a range of services to help you meet the needs of each client.