Our Investment Strategy

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Every individual or family has a unique set of circumstances that must be addressed; as such, we develop investment strategies specifically tailored to their needs. We customize each portfolio after a thorough assessment of the client’s individual lifestyle requirements, either placing the emphasis on growth and capital gains when income requirements are minimal, or on income generation and capital preservation to provide current income while preserving wealth for  future generations. We focus on long term themes and strategic investments that can be held in a portfolio for several years, doing extensive research and investing in a limited number of outstanding businesses that clients will be able to watch develop over time. We travel all over the world to meet with management of the best in class companies within each industry in order to ensure that they meet our investment criteria.