Investing in Quality
What We Do
We are a boutique investment firm, providing investment management and wealth advisory solutions to institutions, financial intermediaries and high-net-worth individuals.
We build high-conviction portfolios of quality companies. We employ rigorous research and have a long-term focus.
We provide customized solutions and a full range of services to our clients to help them achieve their specific financial goals.
A frequently used phrase by one of our founders, Mr. John Anderson, it is a mantra that sums up our commitment to maintain the highest level of integrity and honesty in our approach to our work, our colleagues and, most importantly, our clients.
Our success depends on the trust and confidence our clients have in us. We take the time to understand their needs and expectations, and we put that front and center.
It is important that we show respect and regard for all people at all levels. We celebrate diversity, inclusiveness and empowerment. We encourage our team to continue learning, develop professionally and pursue their passions inside and outside of work.
Analysis is by far the most important part of what we do. Our goal is to truly understand our clients, and the companies and strategies in which we invest. We do this by asking questions: To them, to ourselves and to each other.
Asking more questions only works when there is open and honest communication. It is the key to effective collaboration and better decision making.