TIMELESS PRINCIPLES ARE THE BACKBONE OF THE LASTING INVESTMENT The financial world is full of investors chasing short-term profits. We resist this temptation. We dare to be different – to deviate from consensus thinking and from underlying benchmark constraints. Occasionally this can be a humbling experience as market sentiment sways. Long-term client partnerships are the core of our business – clients that share our ambitions and our passion for long-term fundamental stock picking. Clients which invest their assets and trust in our teams to deliver longterm world-class results. Our goal is to identify lasting investments – the long-term opportunity, based on long-term trends and themes. Achieving this goal requires a consistent belief in our timeless principles – namely patience, diligence and focus. However, the ability to capitalise on long-term trends and themes is not enough. Just as important is idea generation and the skill and experience to translate these ideas into a diversified portfolio. Ultimately, the underlying stock-specific exposures make the difference and hence generate investment returns. 3
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