Investment approach

We seek competitive risk-adjusted returns over a full market cycle while providing a margin of safety over time by investing in a concentrated portfolio of companies that we believe have durable fundamental strengths, exhibit capital discipline, attractive valuation and a Sustainable Cash Flow Advantage (SCFA).

Strategy profile

We seek to identify companies that possess a SCFA through the use of our 3P investment filter. Companies that exhibit SCFA typically have sustainable strategies or attributes that have the potential to drive sustainability-related outcomes because of their focus on their people, processes and/or products. We believe that these are the three things that companies can control – building a strong culture, focusing on operational excellence or diversification within a product or service range.



Vehicle: Mutual Fund


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