Service Philosophy
Communication
Availability
We endeavour to provide consistent and timely client interactions.
We are available by email, phone, or personal appointment when you need us.
Confidentiality
Education
The information you share with us is highly valued and strictly confidential.
We believe an informed client is an empowered client.
Investment Philosophy
Research
Analysis
We believe in the power of research to support decisions and confirm the accuracy of our ideas.
We review economic, market and business data to determine trends and discover opportunities.
Diversification
Quality
We diversify to protect against the risk of over concentration in specific geographic regions, economic sectors, or companies.
We seek out companies and opportunities that are best in class.
Active Management
Medium Term
We endeavour to outperform the average.
We look for medium term opportunities and avoid unpredictable short term market trends.