Our purpose

Our ‘purposeful ownership’ approach entails looking at investment prospects from all relevant angles – in search of the widest perspective possible on the investment landscape.

We seek to understand the ‘mosaic’ (full picture) of each investment candidate we assess in pursuit of the more resilient and enduring returns our clients require. We achieve perspective through the breadth of our analysis, harnessing our expertise spanning fundamental, thematic, ESG, quantitative, geopolitical, investigative and private-market research to promote better-informed investment decisions.

Active ownership is a central tenet of our investment processes, and we engage and vote to influence social and environmental outcomes. We do this to try to enhance sustainable shareholder value, and with the conviction that over the long term the interests of all stakeholders are generally aligned.

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.