Management

Mark Managing Partner

Andrea Senior Partner

Freedom from ideological dogma We are open to any hypotheses that can explain the facts, even those deemed impossible by others. We don’t believe there is a best way to invest, so we encourage the ability to think freely and continuously learn. A process supported by interactions with businesses, central banks, academics, and the wider public. Our passion is the identification of situations where conventional wisdom breaks down and where innovation can earn an advantage in information and time.

Performance We are proud of our long-term performance record. The search for investment opportunities, by its nature, continually takes us into uncharted waters. Success therein depends upon clarity of objective, an open mind, and the right people to solve complex problems; all set within an environment that balances free- thinking, vigilance, and attention to detail.

Alignment with our clients We pay attention to delivering and implementing advice which is consistent with our clients’ investment goals and objectives. Markets are by their nature dynamic, requiring that advice also be dynamic or bespoke. Be it a macro development, a political event, or a stock specific factor, we paint a picture of what we are pursuing, where we hope to find it, and how we propose to monetise it for our clients.

Integrity To be open, accountable and responsive, while complying with both the letter and spirit of the law. This expectation of behaviour is mandatory for all staff. Our clients are our long- term business partners and we strive to do the right thing in the way they expect, the first time, every time.