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A global portfolio of 10-15 quality growth businesses for the long term

International Fund

We invest in some of the world’s best businesses, following our disciplined and time-tested investment process. With only 10 – 15 companies in our portfolio, we own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. Our purchases are made at a discount to our assessment of fair value, providing our investors both a margin of safety and upside potential. 

News & Media

Keep up to date with the team’s view on markets and the performance of the fund.

Bob Desmond Podcast: The Rules of Investing | Livewire
Bob Desmond | 26th February 2021

In this episode of The Rules of Investing, we discuss investing during high inflation and some of the unexpected challenges this throws up, where he sees pockets of excess and where he's finding opportunities in equities, and why he thinks tech stocks still offer attractive returns.

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Strong capital allocation made the difference in this healthcare business
Luke Davrain | 1st February 2021

Agilent Technologies is a life sciences company that provide a range of analytical instruments involved primarily in quality control and assurance of the lab.

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