Old School Value
Note: This website is for accredited/sophisticated investors only
Consistent results in turbulent times
Latest quarterly report
Our investment approach relies on the structural stability of developed financial markets and a common sense, value-first strategy.
The bigger, the better
Large, global, and a household name. We look for the very best and largest businesses in the world to invest in.
Value at a discount
Large caps sometimes have mishaps. Then we buy them. Assets on sale, not when it's time to bail.
old school value
Market panics can create great prices for good companies and good prices for great companiesBenjamin Graham
Industry leaders, competative advantages, a history of earnings. Great businesses are unique in their ability to create value and compound returns for shareholders.
Margin of safety
We focus on temporary unpopularity that can cause great businesses to sell at a discount to their intrinsic value. We believe this offers a low-risk point of entry for long-term holding.
Capital raising for social impact
There is huge pent-up demand for talent to be unlocked within the minority ethnic comminuty. We believe that private capital offers the most efficient way for this demand to be met within the wealth management space.
The opportunity to unlock the artificially supressed entrepreneurial talent within the minority ethinic community is huge. No more so than in the wealth management space.
Diversify your founder profile with a wealth management solution built on trust, fiduciary respnsibility and a value-orientated approach.
Accredited/sophisticated investors only