We believe people are motivated by short-term outcomes, overemphasise recent information and are uncomfortable having unpopular views.
A Long-Term Perspective
- We only pay for what is sustainable
- We look through fads and fashions
- We aim to understand the risk of losing long-term capital
- We are always sceptical
- We are wary of popular opinion
- We do all our own research
A Culture of Ownership
- We own our business
- We co-invest in our funds
- We actively engage with companies
For further information, please click here to view our Investment Philosophy.