Investment Results (%)

Portfolio Characteristics

Top 10 Portfolio Businesses

Related Thinking

Investment Strategy
Capture the Rise; Survive the Pop
AI is pushing markets higher but not without warning signs. Our focus is on strong companies that can deliver through the ups and downs.
Investment Strategy
Sharpening the Edge
The strongest businesses often have one thing in common. They build an edge others find hard to match, then reinforce it over time through steady reinvestment and long-term commitment to what sets them apart.

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