Charities

From forecasting future spending and funding your goals, to navigating environmental, social and governance issues, we can help preserve your charity's capital, while acting as a sounding board and adviser to help fulfil your obligations.

We tend to partner with charities with a long-term horizon, investing sustainably on their behalf to ensure they have a lasting impact for generations to come.

Our investment approach

Our objective is to preserve and grow the wealth of our clients over multiple generations. Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit.

Our approach to ESG

We've always invested in long-term, sustainable business. To discover how environmental, social and governance issues are embedded in our approach, please review our ESG report.

Mixing art and science

In this Quarterly Letter, we speak about how we combine our quantitative and qualitative approaches, and how this ensures we fully understand our holdings and partner firms.

Ready to begin your journey with us?

INSIGHTS

The big ideas and important details behind our approach to preserving your wealth for the long term.

 

Ukraine - what are the risks?

26 January 2022 | 5 mins

Tensions between Russia and Ukraine show no signs of diminishing as Putin continues to defy international pressure. While an all-out invasion is by no means a certainty, in this strategy blog we consider the possible impact on markets, energy supplies and international relations if such a conflict does materialise.

Speaking plainly

4 January 2022 | 25 mins

In all our communications, whether it be updating clients on portfolio performance or speaking about our investment approach, we think deeply about what we say and the way in which we we say it. In this Quarterly Letter, we take a look at the letter itself and how it demonstrates this commitment to clear and honest communication.

Running hot - or overheating?

13 December 2021 | 25 mins

With 2022 just around the corner, we find ourselves in somewhat familiar territory; inflationary pressure, debates over monetary policy, and renewed COVID-19 concerns. In this Market Perspective, we delve once again into the inflationary outlook, ESG investing following COP26, as well as crypto and geopolitics.