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Stock Management Strategy

Our core stock portfolio: 25 high-quality,
mid-to large-sized growth companies


These companies are growing faster than the general market (superior sales, earnings and dividend growth enhances long-term performance).

They are well diversified in terms of product mix, geographical sales distribution, etc. (reduces risk).

They are established industry leaders with strong management teams, good balance sheets and cash flow (hallmarks of companies that are likely to continue to be successful).

They have consistently weathered changing economic conditions – and prospered.

We have a low turnover rate which results in very tax-efficient portfolios.


Grow real portfolio value over time (ahead of inflation and taxes).

We purchase these great companies at significant valuation discounts and hold them for long periods to reduce risk and help portfolio return.

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