Investment strategies

We run four strategies and no more than we can manage well. Each draws on the same research and the same small team, and each has a clear limit on the assets it will take. All four are available as a segregated mandate or through a pooled fund for eligible investors, with every holding, cost and vote disclosed.

  • UK Equity Income Strategy

    A concentrated portfolio of 35 to 45 UK-listed companies, chosen for the strength of their cash flows and the discipline of their boards. We aim for an income above that of the FTSE All-Share Index, and for that income to grow over time. We do not reach for yield in businesses that cannot pay it.

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  • European Quality Growth Strategy

    A portfolio of 30 to 40 continental European companies with high returns on capital, strong positions in their markets and room to reinvest. Many are mid-sized, often family-influenced businesses in industrial and healthcare niches that few investors follow closely. We hold them for years and let compounding do the work.

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  • Short-Dated Sterling Credit Strategy

    A portfolio of sterling bonds from 60 to 90 companies and institutions, mostly investment grade, with maturities of up to five years. It is built for investors who want more than cash or short-dated gilts can offer, but who cannot accept large swings in capital value. Duration is typically between 1.5 and 2.5 years.

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  • Global Multi-Asset Income Strategy

    A single portfolio that combines global dividend-paying shares, government and corporate bonds, and listed infrastructure and property. It is built for investors who need an income from one place and would rather not assemble the mix themselves. We hold securities directly, not other funds, so every cost and every holding is visible.

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Start a conversation

Our team speaks directly to investors and their advisers. Tell us about your objectives and we will tell you plainly whether one of our strategies fits.

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