Investment Results (%)

Portfolio Characteristics

Top 10 Portfolio Businesses

Related Thinking

Investment Strategy
Follow the Leader
The best businesses don’t just grow. They lead. By shaping their markets and scaling smartly, they stay ahead when others fall behind.
Investment Strategy
Addressing Modern Slavery Through Active Ownership
Modern slavery is a pervasive risk across industries, often surfacing in hidden or unexpected ways. Left unaddressed, it can undermine a company’s long-term performance. We believe identifying and working to reduce these threats is critical for sustained value creation.

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