Investment style

Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.

Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.

Targeting company and government bonds with a focus on long-term outcomes.

Seeking both dependable income and long-term capital growth.

Investment style

Investment style

Considering environmental, social and governance matters among other factors that may affect returns.

Investing in assets that have sustainability characteristics relating to environmental and/or social matters.

Backing companies that have the potential to make a positive measurable change and create long-term growth.

Can you invest both passively and responsibly?

Overview