- Founded: 1992
- Ownership: 100% Staff Owned
- Total Staff: 112
- Investment Team: 36
- Investment Style: Concentrated Growth
- Investment Process: Independent, Bottom-up, Research-driven
A single investment philosophy across all strategies
We are dedicated to the concentrated growth investment philosophy that we have practiced for over 20 years. We strive to reflect that philosophy across all of our strategies. We believe our core strength remains conducting proprietary fundamental, business-focused, criteria-driven research.
Proprietary, criteria-driven fundamental research
Our research-driven culture is at the heart of executing our investment philosophy. We use our six investment criteria to identify and understand the potential sources, strength, and duration of the long-term growth drivers of what we think are great wealth-creating businesses.
Concentrated, conviction-weighted approach
We believe the best way to add value over a full market cycle is by hand-picking a concentrated portfolio that is conviction-weighted based on the strength of fit with our six criteria. We think this leads to a differentiated and potentially higher-quality portfolio for our clients.
Long-term investment horizon
In our view, successful investing is a long-term endeavor that requires rigorous ongoing due diligence, patience, and discipline. We look beyond short-term stock price volatility, thinking creatively about the key drivers behind a company’s ability to generate sustainable above-average earnings growth over time.
Continuity of investment process and personnel
Collectively, our analysts, global sector heads, and portfolio managers average eight years of experience at the firm and 13 years of industry experience. We think our clients benefit from the collective strength of applying the same philosophy and process over multiple market cycles.
Independence and depth of resources
We are committed to acting solely in the long-term interest of our clients, rather than the short-term interests of external stakeholders. As an independent firm, we can invest significant time, energy, and resources in our effort to ensure that every aspect of our investment management business is fully aligned with our mission of prudently enhancing our clients’ wealth.