Investment Mechanism & Philosophy

Differing investment objectives require tailored solutions which carefully consider a client’s risk/return appetite, risk tolerance, and investment time horizons.


Consistent outperformance over an economic cycle of 3 to 5 years is repeatable by applying bottom up stock picking strategies to identify quality stocks. We seek stocks which are generally undervalued relative to the intrinsic value, or are clearly undervalued relative to their peers and the overall market valuation.

Fixed Income

Portfolio Management: Outperformance across the investment cycle is repeatable by adopting an active top-down approach to portfolio security selection and construction, when complemented with a selection of credits of pre-determined quality.

Credit Selection: Whereas high quality credits outperform over the longer term, a disciplined and rigorous approach to identifying and verifying acceptable credit is essential when managing risk.