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About us

We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns to you while supporting the firms we back on your behalf to succeed.

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Ever wondered what active, low-turnover investing is? Or what we mean by asymmetric returns? Here you’ll discover more about our long-term philosophy and get concise answers to common questions to help you invest with confidence.

By investing long term, we can seize opportunities and help great growth companies to thrive.

By investing over a long horizon, we can seize private market opportunities and help great growth companies to thrive.

Our take on private companies

The importance of long-term income, not short-term yields.

The importance of looking to the long-term and trying to find growing companies for future income.

Actual income: long-term income, not short-term yields

Our take on Actual income

Investment Manager Marina Record on finding great companies and supporting them for the long term.

Investment Manager Marina Record on finding great companies and being active long-term investors.

The benefits of active investing

Our take on active, low-turnover investing

Client Director Stuart Dunbar on finding the under-appreciated companies that may grow in the long term.

Client Director Stuart Dunbar on finding the under-appreciated companies with the potential for future profit growth.

The benefits of growth investing

Our take on growth investing

Investment Manager Paulina McPadden on how asking big questions and working with academics can help us to better understand pioneering businesses.

The benefits of investment research

Our take on investment research

Investment Manager Douglas Brodie on finding exceptional companies and long-term thinking.

The benefits of an asymmetric portfolio

Our take on asymmetric returns

Investment Manager Kate Fox on long-term investing, adaptability and not getting caught up in stock market fluctuations.

The benefits of long-term investing

Our take on long-termism

Head of ESG Catherine Flockhart on our ESG-focused portfolios and the importance of bottom-up analysis.

Head of ESG Catherine Flockhart on ESG factors, sustainability and building relationships.

The importance of ESG

Our take on ESG

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What makes us different?

We are mainly Edinburgh-based but truly global in our investment approach.

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Investment beliefs

Our take on private companies

Our take on Actual income

Active, low-turnover investing

Growth investing

Investment research

Asymmetric returns

Long-termism

ESG

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