our core principles include teamwork, integrity, diversity, and a long-term perspective
SUPPORTING THE TEAM
Our people define us and embody the spirit of the business. We believe every employee should be an owner of the firm, which provides alignment with our continued growth and operations. We want our people to grow, professionally and personally, and we support them with external professional coaches to help them achieve their goals. Our commitment extends to our communities, where we support a variety of charitable organizations and encourage members of our team to be active.
LONG-TERM TRUST
We aim to build lasting client partnerships that are anchored in integrity and trust. Our success is not determined only by performance, but also our discipline, ethics and superior treatment of clients, employees, and other stakeholders.
DIVERSITY AND INCLUSION
Our best decisions result from nurturing collaboration and inclusion among talented and experienced team members. Our goal is to attract and retain the very best talent available for our team, assembled with diverse backgrounds. This requires a culture of inclusiveness regarding age, gender, race, nationality, and other protected and self-identified classes.
WE ARE COMMITTED TO GENERATING THE BEST POSSIBLE RISK-ADJUSTED RETURNS FOR OUR CLIENTS.
Our business principles are aligned with our clients
LONG-TERM THINKING
We believe that long-term thinking is critical to our success and also a key differentiator in the way we approach investing.
When investing in great companies, we believe that the best outcome is achieved by having a long investment horizon. We pride ourselves in having investors and an organization that share this view. This shared perspective of long-term thinking by all stakeholders has helped us manage periods of high volatility.
TRANSPARENCY
We believe any long-term relationship must be based on full transparency. We are very open to our investors about what we do, why we do it and what the outcome is – good or bad.
Through our detailed quarterly reporting, we provide full transparency on performance and outline each of our investment cases. Additionally, corporate communications have been set up to ensure full transparency on organizational changes.
CONSTANT IMPROVEMENT
We believe continuous improvement is necessary for our organization to continue to deliver strong results.
Our long-term focus will never come in the way of a short-term urgency to improve in everything we do. We rigorously evaluate both our achievements and mistakes to improve the outcome of our decisions. We always look to refine our operational and research processes by drawing on a wide array of disciplines.
OUR SUCCESS COMES FROM THE STRENGTH OF OUR TEAM, NOT ONE INDIVIDUAL
The best decisions come from open and engaged debate. All voices need to be heard and valued. Even the way we compensate is designed to encourage collaboration rather than individualism.
Investment ideas are debated between all portfolio managers – our collective experience and individual experiences provide the foundation for strong decision-making.
