AT A GLANCE

We are an INDEPENDENT, EMPLOYEE-OWNED GLOBAL INVESTMENT MANAGER dedicated to high-conviction, sustainable growth investing for over 60 years with a successful long-term track record of outperformance while taking lower risk.

we are driven by four core values that permeate every facet of our business:

long-term

We are long-term investors with a successful track record across multiple market cycles.

focused

We are focused on a sustainable growth investment philosophy, finding dominant
market leaders that can consistently grow their earnings over time.

independent

We are an independent  investment manager with a stable foundation – owned
by employees and with a strong capital base built over half a century.

aligned

We are aligned with our clients’ interests as we invest employee and firm capital alongside them.

For over half of a century, we have demonstrated stability and consistency in our people, philosophy, process and performance. Throughout our history, we have invested alongside our clients and have delivered a successful long-term track record of outperformance while taking lower risk.