Investment & Business Philosophy

To deliver enhanced risk adjusted returns for our valued clients and trusted partners achieved by:

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    • Placing our clients first – our fiduciary responsibilities are of the utmost priority

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    • Identifying and pursuing under-researched investment opportunities

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    • High quality and thorough due diligence prior to each investment with detailed process driven execution and risk aversion

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    • Each team member is accountable for maintaining the integrity of our investment process and reputation of the firm, guided by our Code of Conduct

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    • Incorporating ESG principles into our investments

Corporate Culture


Business Principles

Our clients are our first priority.
We respect our fiduciary responsibilities and each member of the team is responsible for maintaining the integrity of our investment process, risk management and our reputation.
Team work and a clear focus are powerful forces for our clients.