How I Invest Your Money
Engaging an investment manager requires trust. Building confidence in their investment approach can take time. I have a consistent philosophy and process which has served my clients well over 19 years.
We relentlessly explore new ideas
We scour the world for opportunities — from global demographic shifts like ageing populations, to transformative forces such as the energy transition and emerging technologies. Our process is rooted in disciplined research and continuous testing, ensuring that every idea is measured against existing investments for relevance, value, and timing. Innovation is our engine, discipline is our compass.
We invest directly, globally
I identify, research, and actively monitor every component of your portfolio. By managing exposure across multiple themes, regions, and risk levels, I ensure your investments are aligned with global trends while maintaining accountability for every decision. I believe in investing in high-quality companies — those capable of not just meeting but repeatedly surpassing expectations. Global reach. Local understanding. Intelligent diversification.
We keep things simple and straightforward
Simplicity builds confidence. I focus on making the right decisions for you — even when that means not following the herd. Because I operate independently, I’m not bound to benchmarks, banks, or specific markets. Instead, I build bespoke portfolios tailored to you, your goals, and your tolerance for risk.
We invest for the long-term
While our trading and investment strategies are built for performance, we always operate with a long-term vision. Our active, research-driven approach seeks meaningful returns within efficient timeframes — balancing opportunity with prudence. Patience creates value. Discipline preserves it.
Our approach is collegiate and draws on the broad experience of our whole investment team. The result is transparent portfolios managed to our clients’ objectives.
We believe in diversification to manage risk
No two markets — or investors — are alike.
I construct balanced portfolios across companies, government treasury bills, gold, silver, and cash, adapting allocation levels according to global conditions and client objectives.
When markets show caution, I strengthen diversification.
When optimism rises, I increase exposure to equities — always striving for the ideal balance between risk and reward.