Investment philosophy

The overarching investment philosophy of this portfolio is simple and uncomplicated. Let’s invest in visionaries, disruptors, leaders with demonstrable skill and talent. People with honesty and integrity ingrained in their DNA. Good people that are trying to make a difference to staff, customers, communities and the planet. Let’s invest in them and alongside them. Let’s participate in the change the world is undergoing at, what feels like, an unprecedented rate. Let’s look forward not backward and let’s learn from the past but not be defined by it.

With this in mind, all the companies we own are either managed, run or greatly influenced by the founders that started them. These incredible individuals often forgo large compensation packages and short term thinking because they are heavily invested in their own business. Their wealth is not created by a salary or a bonus but by long term capital appreciation of the sizeable shareholdings they have in the companies they founded.

We invest in people that are changing the world for the better and we win when they win. Our wealth is aligned with their wealth.