Preserve capital during bear markets and participate in bull markets
What sets your philosophy apart from your peers?
Our investment philosophy is completely benchmark agnostic
Could you please provide clarity around your method to understand the extent of the opportunity, rather than to rely on the instrinsic value?
The method that we use is a lot more simple. We look at a fairly projectable number, namely earnings per share (EPS)
To what extent are Rob’s skills transferred onto the wider team?
The process by which team members are chosen is extremely stringent, to make sure that only top quality candidates are selected
Do you employ a strategic or tactical asset allocation approach to your research?
Both. We have defined strategic asset allocation buckets for each of our funds – the strategic allocations vary by level of conviction
How many investments do you think an analyst should cover at any point in time?
Our investment philosophy is completely benchmark agnostic and, therefore, there is no need to cover all stocks in detail simply because they are part of some index
Socially Responsible Investing
“Our investment strategy aims to combine financial returns with social good.” Wally Gray, Non-Executive Chairman
Idea Generation (Steps 01 and 02)
Our investment team has a number of years in the market with a diverse range of relationships and experience and, as a result, can often spot ideas or trends before less experienced managers
Refine Idea (Step 03)
Using a multi-level process, we refine our ideas by assessing the value proposition, understanding the potential business investment and its earnings drivers, and then looking in more detail at layers of research within the company itself
Portfolio Construction (Steps 04 and 05)
Once a particular investment idea has been approved by our portfolio management team, it is then considered for inclusion into the relevant funds
Assessment of Decisions (Step 06)
We have proprietary developed monitoring tools which integrate with our fund administrator to give us daily insights into the portfolios
Treating Customers Fairly (TCF)
Here is a copy of our latest TCF policy: Treating Customers Fairly Policy