Why a high income doesn’t guarantee you’ll retire early
17th December 2024
Investing with you in Mind
In an increasingly complex world, it’s vital that you know how we approach investng and what that means for you.
Our philosophy is set out in these seven investment principles. We use these principles to guide our thinking, behaviour and decision making, every step of the way, ensuring that your goals, life stage and situaton are all considered.
We put investors first
We believe the firms that put investors first win in the long term because their investors win
We're holistic minded
To deliver results, we think it's necessary to invest with conviction, even when it means standing apart from the crowd.
We invest for the long term
Taking a patient, long-term view helps people ride out the market's ups and downs and take advantage of opportunities when they arise.
We're valuation driven investors
Anchoring decisions to investment's fair value - or what it's really worth - can lead to greater potential returns.
We take a fundamental approach
Powerful research is behind each decision we hold, and we understand what drives each investment we analyse.
We strive to minimise costs
Controlling costs help investors build wealth by keeping more of what they earn.
We build portfolios holistically
To help manage risk and deliver better returns, truly diversified portfolios combine investments with different underlying drivers.