HOW OUR SERVICE WORKS

If you believe in our investment philosophy, have the patience to ride the volatility and have a long-term investment horizon, then please get in touch with us.

We provide a Discretionary Investment Service to help you build a portfolio of stocks. If you already have an investment portfolio, we can help you update it. The minimum portfolio value for entry to this service is £250,000.

Initially, we will setup a free, no obligation meeting where we will outline our investment guidelines in detail, risks involved and decide whether our service is right for you. As much as this meeting is for you to find out more about us, it is equally important for us to know more about you and your investing attitude. We certainly would not like to partner with clients who are obsessed with daily price movements and have short-term horizon. We would rather spend more time on company research than answering questions along the lines of “why is my stock down?”. We are long-term shareholders and so providing more daily, weekly or monthly reports are likely to add little value to you, and may even be counterproductive for us.