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.

 

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.

Dry ice and mothballs

4 November 2021 | 27 mins

As the inflation debate rolls on, comparisons with the 1970s persist. Weighing in on this debate, we also take a look at the Autumn Budget and discussions around UK government debt, as well as possible changes in market leadership, European populist politics, and the costs of pandemic suppression actions.