More on – A long-term perspective
Across every stage of our process, we avoid short-term or reactive investment decisions. We believe that taking a long-term approach throughout the investment process is vital to deliver the best results for investors.
Themes - we identify these on a long-term basis and develop views on how they will play out over time.
Company analysis - we are recognised as a long-term investor by the companies we invest in. They provide us with good access to management and appreciate that we are working with them as analysts and active shareholders over the long-term.
Portfolio construction - we hold companies in our portfolios for an average of 3 - 4 years, rather than the industry average of approximately 1 year.
Ongoing review - an active ongoing review loop permeates our process to help us take advantage of new trends or opportunities as they arise, and to check that our assumptions and decisions remain valid over time.
