HIGH QUALITY COMPANIES

We focus on high quality companies, which are typically larger, more recognisable firms with strong management good financial discipline.

The companies we invest in are typically highly cash generative, exhibit sustainable growth profiles and display resilience in their earnings in a weaker economic environment. These companies tend to operate in industries with high barriers to entry and often enjoy strong pricing power.

There tends to be higher levels of reinvestment in their own growth, which when combined with strong customer loyalty, leads to sustainable profits throughout the economic cycle.

STRUCTURED INVESTMENT PROCESS

Our disciplined investment process ensures that we focus on companies that can deliver not just attractive returns but who are priced at appropriate valuation levels.

We have a proven, repeatable investment process that is built on the collective inputs from our experienced fund management team. We manage a concentrated global portfolio of between 40 and 70 stocks, broadly diversified by geography and sector with a particular focus on risk management.

More Information on Funds

For further information, please contact our Sales Team.

+353 1 614 8874