Our commitment to global equity investment is delivered through a structured philosophical and analytical framework which provides a rigorous screening tool for investment selection and allows us to focus solely on stock selection.
Our aim is to deliver significant per annum real returns to our clients over the long term. Our strategy to achieve this is to buy and hold companies capable of compounding wealth consistently. This means that we must analyse and understand whether a business will be successful not just over one year but over five or ten. It is about making judgements on fundamental issues such as how the company can maintain its comparative advantage, repeat its business model success and control its destiny.
Consistent application of philosophy and process is a hallmark of Walter Scott.