We remain committed today as we always have to these principles: half of our staff are investment professionals; the firm is focused on performance and not asset gathering and benchmarks do not play a part in portfolio formation. Our team instead build portfolios from principles using judgment and first-hand research to set asset allocation; to understand industrial cycles and to select stocks
This approach means that our strategies are necessarily capacity constrained. However, we have established a loyal and diverse client base and over the long term we have performed well across the board.
40 Bloomsbury Way,