To be Australia’s best performing, most trusted and aligned investment manager.
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.
We invest in businesses that have a forward advantage, trustworthy aligned management, priced below intrinsic value.
We believe that honesty and transparency builds trust with our clients, stakeholders, and community.