We are value investors and have a conservative investment approach. Our style is suited to clients that expect their money to be managed conservatively, consider ‘risk’ to be as important as ‘return’ and measure performance over a three to five year period.

We have a stringent KYC and AML procedure and we generally do not deal with individuals, private trusts or companies where the source of funds cannot be ascertained beyond doubt. We do not open any accounts or take any client assets under our custody in any form or shape whatsoever. We do not conduct any cash transactions with clients.

We do not offer nor do we accept any kickbacks or commission revenue sharing arrangements with any outside party. We do not pay any referral fees.