Family offices

We actively manage an array of global and regional equity growth strategies, as well as income-focused portfolios, thematic and multi-asset funds. Our investment philosophy centres on bottom-up research, considering each company’s fundamentals and long-term prospects. Strategies are typically concentrated, with a relatively low number of holdings in each portfolio, and low turnover. Portfolios will deviate significantly from benchmark indices with the aim of meeting their long-term outperformance objectives.

We offer our investment strategies through a variety of UK, European and North American-registered pooled funds, as well as on a segregated basis. And our highly regarded UK closed-ended investment trusts give access to public and private market equities. Some of the world’s most disruptive and fastest-growing companies are unlisted, and many of their founders choose us as a partner thanks to our long time horizons and thoughtful approach. Segregated account management is also available, subject to minimum investment criteria.