Funds and Trusts

 

We offer a range of pooled vehicles which are managed with the same underlying investment approach – a focus on investing in ‘exceptional’ companies for the very long term. 

Funds and Trusts

UK, Global, Japanese and North American Equity strategies

20-35 holdings

Low turnover

Investment Insights

Digesting Digital Disruption

Madeline Wright

Perhaps the single most important thing we think about is the potential for technology to disrupt industries and erode moats, not just within the technology industry itself but across all the sectors we invest in.
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Kings of Content

James Bullock

Several of the companies in our portfolios own and create unique intellectual property, be it in TV and movies (Disney and WWE), video games (Nintendo) or sports (Juventus, Celtic and International Speedway).
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You Will Come

Nick Train

“Eventually You Will Agree With Me Because You Are Smart And I Am Right….” This, according to Warren Buffett, is how longstanding business partner Charlie Munger concludes any debate the pair has about Berkshire Hathaway’s strategy.
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All Insights