OUR VALUEACTIVETM INVESTMENT PROCESS
Our high-conviction active management approach is founded on our ValueActiveTM investment process – used by the team for more than a decade. It combines in depth valuation analysis with a forensic approach to company research, market fundamentals and insight. Simply put, we like to buy great sustainable companies at attractive prices.
In addition, we are firm believers in co-investment, demonstrated by our significant investment in our own funds. Our confidence in our investment approach means we always seed new funds with our own money. Another reason we believe our structure is ideal is that we have made the decision to cap our Funds Under Management at modest levels, to ensure that the funds retain greater flexibility to generate strong investment returns across varying market conditions.
In order to identify the best opportunities for our clients, we undertake a broad fundamental research program which incorporates an extensive company visitation schedule. With an experienced team of investment professionals, our approach to analysing companies is designed to ensure no stone remains unturned.
We engage with a hand picked team of external research providers to complement our insights in the macroeconomic landscape (both locally and abroad) and general investment trends. We also have an exclusive joint advisory arrangement with one of the world’s largest commercial real estate investors; LaSalle Investment Management Securities, LLC is a subsidiary of global property giant, Jones Lang LaSalle. This provides our property team access to LaSalle’s research capabilities.