What Makes us Different?

We believe there are five key competitive advantages underpinning our strategy:

1. Process

Our robust and proven investment process combines bottom up research with the proprietary quantitative MOAT model.

2. Experience

Our CIO and Portfolio Manager have been investing successfully for over 15 years.

3. Team

Our diverse and successful team adopt a flat and inclusive approach, encouraging curiosity in idea generation.

4. Alignment

Our structure ensures a strong alignment of interest and we operate in a highly collaborative culture.

5. MOAT

Our proprietary risk management model (MOAT) captures excess return and manages risks.