Who we are
To provide investors, over the longer term, with above-average returns through a diversified portfolio of international equities and to achieve dividend growth ahead of UK inflation.
Our High Conviction, Global Contrarian Investment Approach
We are contrarian investors. We believe markets are driven by cycles of emotion rather than dispassionate calculation. This creates profitable investment opportunities.
We take a different view from the crowd. We seek undervalued, unfashionable companies that are ripe for improvement. We are prepared to be patient.
We back our judgement and run a portfolio of our best ideas, selected on a global basis.
Our portfolio is unlike any benchmark or index and we fully expect to have differentiated performance.
Our approach will not always be in fashion but we believe it delivers above-average returns over the longer term, by which we mean at least five years.