The Search for Global Leaders

Our search for global leaders is based on our philosophy that:

  • High quality companies should produce higher returns to shareholders with lower risk.
    Major indicators of quality include higher-than-peer set return on investment and integration of ESG risks into business model.
  • Great investments are found in companies of any size, any sector, and in most regions of the world.
    Conversely, some industries and companies may present unacceptable environmental risks for long-term investors.
  • A long-term investment perspective should facilitate long-term investment success.
  • It is important to buy companies at reasonable valuations.
  • Our investment philosophy is supported by a consistent, rigorous investment process.