Quality First, Value Investing
We invest in 15 exceptional global businesses with a disciplined approach to valuation.
Long-term investors in quality, value and resilience
We aim to grow wealth over the long-term through a disciplined, focused and aligned investment strategy.
We invest in a single portfolio of 15 highly profitable, market-leading, global businesses that meet our demanding quality, value and resilience criteria.
We aim to earn a return of 8–12% p.a. after fees over a 5–7-year market cycle.
What’s important to us
Latest News
How management can successfully fight the fade from greatness
Read now
How management can successfully fight the fade from greatness
Read now
How management can successfully fight the fade from greatness
Read now
How management can successfully fight the fade from greatness
Listen now
Cintas: Rags to Riches - Business Breakdowns
Read now
Cintas: Rags to Riches - Business Breakdowns
Read now
Cintas: Rags to Riches - Business Breakdowns
Read now