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Our Investment Strategy
PORTFOLIOS FOR SUSTAINABLE
LONG-TERM GROWTH
We are focused on quality growth, over the long-term. We are unconstrained by benchmarks, countries and sectors, allowing us to purely focus on bottom-up stock selection, driven by fundamental research. We seek to invest in companies with durable competitive advantages and to construct portfolios that can deliver sustainable, double-digit aggregated earnings per share growth over a five-year investment horizon.
INVESTMENT STRATEGY
INVESTMENT PHILOSOPHY
Our investment philosophy is founded on the belief that stock prices are ultimately driven by growth in earnings per share. We believe that over the long term, a ‘quality’ business that incorporates environmental, social and governance (ESG) factors, is best able to maintain or strengthen its competitive advantages, enabling it to consistently compound its growth in earnings. For over 35 years, we have steadfastly applied our growth investing philosophy.
INVESTMENT STRATEGY
INVESTMENT PROCESS
Our investment team members are analysts first, as well as portfolio managers and shareholders. The team forms comprehensive views of select companies, aiming for a thorough understanding of their trajectory of earnings growth and the drivers of that growth. We invest only when valuation is deemed attractive – sometimes waiting years. We strive to balance earnings growth, visibility and valuation to construct concentrated portfolios of around 25-50 stocks.
INVESTMENT STRATEGY
INVESTMENT STEWARDSHIP
As stewards of capital, we seek to preserve and enhance our clients’ long-term interests by investing in companies that in our view can deliver sustainable financial returns. Responsibility is built into our investment approach through our analysis of traditional financial metrics as well as ESG factors, which are essential to our valuation of a company. Our own enduring partnership culture motivates us to think about a company’s strategic intent, durability and its impact on all stakeholders. We believe this integrated investment strategy is a key factor in creating sustainable value and inspiring investor confidence.
