How we work with you

We are committed to building a long-term relationship with you.
Because we are an active, research-driven investment management company, we believe that value unfolds over the medium- to long-term. We therefore aim to build long-term partnerships with our clients.

We are very purposeful about our relationship with you:

  1. We will listen and learn about you so that we understand your needs.
    Specifically, we wish to understand your liability profile, return expectations, time horizon, appetite for risk and your desired asset strategy (in which asset classes such as equities, bonds or cash you wish to invest).
  2. We will explain our capabilities and share our investment insights with you because a trusted partnership can only be built on mutual understanding.
  3. We will then agree how we may apply our expertise to your needs and be of service to you.
    We will agree the basis for our investment relationship and document this in an investment mandate (an instruction that gives us boundaries within which you wish us to invest your money) and an investment management agreement (a document that outlines our role and yours).
  4. We then begin the investment journey together.