Because preservation and the conservative growth of accumulated wealth are the overriding objectives of our clients, they are also key factors in determining the composition of our clients’ portfolios. When we invest in companies on behalf of our clients, preference is given to those exhibiting:

  • Industry Leadership

  • Earnings Visibility

  • Financial strength

  • Proven superior management

We undertake independent research to assess and evaluate the value and economics of each company, along with the industry in which it operates.

The final decision to invest in the company is made based on that company’s ability to complement a portfolio which has been created to provide long term consistent returns with a minimum of variability of those returns.