We judge ourselves on our ability to deliver long term returns to our investors that exceed the growth of the global stock market.
We believe in a transparent and fair fee structure that is aligned with what we return for our investors.
Full detail of the fund’s fees are outlined in Fund section here.
Our goal is to operate our business with transparency and openness for our investors. As an investor, you will receive biannual letters outlining our investment strategy in addition to annual statements with your personalised performance, portfolio value and tax information.
However, please note there are some topics which we cannot disclose – these topics relate to specific stock investments we are transacting in, or information that will compromise the privacy of our investors.
Our primary objective will always be to deliver long term returns to our investors that exceed the growth of the global stock market. We do this by investing in companies with sustainable competitive advantages.
We believe in achieving our objective in a responsible way that is mindful of environmental and social impacts our investments might have.
Maximising corporate returns and operating responsibly are not separate objectives, but in fact strongly interlinked. Companies that operate responsibly have enduring and sustainable financial success because their reputation remains strong and their existence adds value to society. These are the companies we look to invest in.
We will not invest in companies that use unsustainable practices that harm the environment or society. For example, we do not invest in tobacco companies or mining companies that adopt unsustainable practices.
Our Environmental, Social and Governance Policy provides us with an internal framework of assessment to ensure we are investing responsibly whilst achieving our objective for our investors.