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  • AUM $108 million
    (June 30, 2018)
  • Inception Date 1986
  • Vehicles Available
    • UCITS
    • Commingled Fund
    • Separate Account
 

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

Our Value Add

  • A focused portfolio of leading global companies with a sustainable competitive advantage and long-term growth prospects
  • A long-term investment approach emphasizing returns and growth with a focus on absolute performance rather than benchmarks
  • Targeting compelling capital growth in a low-growth world
  • Investment process tailored for asset class by experienced team
  • ESG and macro considerations incorporated into fundamental company analysis

Portfolio Managers

 David Bertocchi, CFA

David Bertocchi, CFA

 Susan O'Brien

Susan O'Brien

 Jonathan Greenhill

Jonathan Greenhill