Our Vision

To be Australia’s best performing, most trusted and aligned investment manager.

Alignment

We strive to be Australia’s most aligned investment manager. We are proud of shared staff ownership, zero personal trading, profit and personal salary reinvestment into our portfolios, and most importantly significant personal investment alongside our clients.

Quality

We invest in businesses that have a forward advantage, trustworthy aligned management, priced below intrinsic value.

Trust

We believe that honesty and transparency builds trust with our clients, stakeholders, and community.

Find out more