We seek fund managers who possess true insight, focusing on their areas of expertise with a long-term perspective, having weathered various investment cycles and still maintaining a sustained passion. These managers are capable of making exceptional judgments underpinned by independent investment philosophies and rigorous processes. We believe that outstanding individuals prefer to work with their equals; not only should fund managers stand out, but so should the team members they attract.
Our focus is on understanding the fund managers, engaging in deep conversations with them and those who know them better than we do, comprehending their thought processes, rather than solely evaluating them based on their portfolios and past performance.