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What We offer

Independent, Fee-Only,

Experienced Portfolio Management, Linking Our Fees to Performance.

Our Proprietary Approach

US Stock Market Specialist

We specialize in US equity investing with a focus on identifying undervalued companies in the S&P 500 index, a collection of America's biggest and best companies. 

Structure of Our Fees

Our fees are structured intelligently and align with "best practice", according to Morningstar's article “The ins and outs of performance fees”, by Morris, S. CFA*:

  • Fulcrum In Nature. Performance fees should go up when we outperform and go down in equal proportion when we underperform.

  • Low Base Management Fees. A base management fee well below average, to ensure we don't earn high fees even if we underperform.

  • Appropriate Benchmark. Performance fees should reward us if we outperformance over a benchmark that best represents our investible universe. 

  • High-Watermarks. Performance fees should incorporate high watermarks. 

Focus on Results

Our fee performance fee structure focuses our energy on producing results for our clients. Traditionally fixed fees have long incentivized managers to grow assets under management rather than pursue outperformance. 

Simple Organizational Structure 

As a boutique, we have a simple, horizontal organizational structure without layers upon layers of management, this makes us highly agile. 

Portfolio Manager Accessibility

The advantage of working with us is the increased accessibility to key decision-makers when it comes to managing your Portfolio. This is an often-overlooked benefit and critical during times of serve market turmoil.

Focus on Risk Management

We practice a high degree of risk management in the analysis and selection of companies, and in constructing portfolios. We don't just focus on volatility risk, as this is too simplistic and not entirely relevant to longer-term superior investment returns.

In-house Research

We believe doing our own research, detailed analytical work, sticking to a rigorous investment process, and focusing on the US equity market enhances investment performance for our clients.

Value and Growth

We seek out undervalued companies that exhibit both value and growth characteristics at great prices, this sets us apart from most other Portfolio Managers who believe growth and value are mutually exclusive investment options. 

*Source: Morris, S. CFA, 2009, “The ins and outs of performance fees”, date accessed 03/05/2021, website: https://www.morningstar.co
.uk /uk/news/64227/the ins and outs of performance fees.aspx.

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