Equities
Concentrated ownership of exceptional businesses.
Participate in global growth through actively managed equity portfolios grounded in fundamental research.
Why this. Why now.
Built around three client profiles.
Long-term investors comfortable with volatility
Clients seeking growth in tax-deferred accounts
Allocators who value high active share over benchmark hugging
What makes our approach different.
Companies with durable moats, strong balance sheets, and aligned management.
25–40 names sized by conviction, with rigorous risk controls.
3–5 year average holding period exploits the market's short-termism.
From mandate to monitoring.
Idea generation
Screens, industry mapping, and primary research surface candidates.
Deep diligence
Management meetings, customer calls, and financial modelling.
Portfolio integration
Position sized relative to conviction and existing exposures.
Stewardship
Active engagement and continuous reassessment of thesis.
How capital is deployed.
Illustrative weights for a typical mandate. Actual allocations are tailored to each client's objectives and constraints.
Available mandates.
| Strategy | Risk Level | Target Return | Min. Investment | Liquidity |
|---|---|---|---|---|
| Global Growth Equity | Moderate-High | 8-12% | $250,000 | Daily |
| Dividend Income Focus | Moderate | 5-8% | $100,000 | Daily |
| Emerging Markets | High | 10-15% | $500,000 | Daily |
What could go wrong.
Equity values fluctuate with overall market conditions and sentiment.
Individual companies may underperform due to operational or competitive challenges.
International investments are subject to exchange rate fluctuations.
Focused portfolios may experience higher volatility than diversified approaches.
Common questions.
Investment philosophy?+
We focus on companies with sustainable competitive advantages,strong brands, network effects, cost leadership, or intellectual property,trading at attractive valuations.
How concentrated are portfolios?+
Typically 25-40 positions, balancing conviction with prudent diversification. Position sizes range 1-5%, reflected in our 85%+ active share.
Risk management in downturns?+
Focus on quality companies with strong balance sheets and competitive moats provides natural downside protection. We maintain sector and geographic diversification and avoid excessive leverage.
International equities?+
Global diversification provides access to growth opportunities beyond domestic markets and reduces country-specific risk.
Continue exploring Core Markets.
Discuss a equities mandate with our team.
A short conversation is the best way to understand whether this is right for your circumstances.