Philosophy & Process


Investment Philosophy

  • Portfolio management means balancing risk and return
  • All investment processes should explicitly involve human judgement.
  • Quantitative modelling and 'fundamental research' are complementary, not competing, approaches and should be combined.
  • ESG is relevant. We focus on G as it provides insight into management stewardship of shareholder capital
  • Active management can outperform passive benchmark strategies especially when adjusted for risk
Antique Dutch Delft tile depicting the judgment of solomon 17th century

Investment Process

Investment Process