Curious about the world.
The best investment ideas spring from thinking about future possibilities, not short-term probabilities.
From Edinburgh, our research covers the globe. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information.
The world is complex. We believe that the way to generate long-term returns for our clients is to focus on the deceptively simple task of identifying and investing in those companies which have the potential to grow at a faster rate, on a more sustainable basis, than their peers.
We conduct rigorous qualitative research to establish whether prospective investments have the competitive, financial and strategic advantages to deliver on that potential.
Exchange that matters.
We like to share. Investment ideas are discussed and debated across our investment teams, from those of the most junior analysts to partners of the firm.
We are always looking for that novel insight, offbeat observation or penetrating challenge to help round out the investment case and enhance our collective knowledge. There are no enduring right answers in investment and so we never stop asking questions.