Wealth is a basic human necessity and a life enabler. As an Investment Management company, our mission is to grow the wealth of our clients. If we succeed, our clients will enjoy better healthcare, shelter, entertainment, education for their children and general quality of life. Our culture and core values are aligned with our mission.
We aim to conduct our business fairly, following the highest ethical standards. We strive for 100% compliance with all laws and regulations. We treat others with respect and with the same personal and professional consideration we expect for ourselves. We will always question what we consider inconsistent with our values.
We are focused on delivering a great service to our clients with a positive “can do” attitude. We think independently and act without conflicts of interest, always placing client interests first. We treat our clients the way we would want to be treated if our positions were reversed.
We invest client assets as we invest our own. We are accountable for our responsibilities and live up to our commitments.
We are committed to generating lasting economic value for our clients and enhancing their wealth.
We are passionate about delivering superior economic returns in order to achieve our mission.
We believe that maximizing long term value is more important than pursuing short term results. Long term thinking is a key differentiator in the way we approach investing. We appreciate that time allows sound decisions to demonstrate their worth.
We favor simplicity. We will always try to accomplish more with less, getting rid of unnecessary complexity. This will help us identify and concentrate on what really matters. We are non political and non bureaucratic.
We believe any long term relationship must be based on transparency. We are very open about what we do, why we do it and what the outcome is. Our business has been set up to ensure full transparency for our clients.
We stay humble and focus on personal improvement. We strive to learn and correct our limitations along the way.
We believe that a thoughtful and systematic assessment of our mistakes will help us become a better firm for our clients. We constantly focus on optimizing our processes to make better decisions over time.