Data from the US economy has proved to be surprisingly strong this year, and the labour market remains tight, with
wages rising at close to 6%

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There is evidence that investing responsibly and integrating ESG factors is additive to returns.

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We believe in blending equity style factors
to deliver more efficient returns

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Boutique firms specialise in being selective and creative in their investment approach

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In the world of investing, investors face
their own version of Sirens in the form
of behavioural biases

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We caution against the view that we are likely to see a protracted period of either especially high or especially low
inflation over the next five years

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The investment world is full of these
mathematical “lies” and it takes a lot of
experience and focus to avoid the traps these present

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… we are committed to contributing to a more sustainable world, both through direct actions and indirect means

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Companies can shield themselves (and
their investors) from the effects of inflation, which remains the key macro investment risk today

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Diversification is central to portfolio construction and allows investors to
reduce unsystematic risk and capture other sources of return

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