Our fund has been delivering returns since 1963.

An investment of £1,000 would have grown to more than £700,000 as of 31 July 2022.

We aspire to be the best, not the biggest.

Trust underpins everything we do.

Our fund has been delivering returns since 1963.

An investment of £1,000 would have grown to more than £700,000 as of 31 July 2022.

We aspire to be the best, not the biggest.

Trust underpins everything we do.

What we do

Regulated: We are FCA regulated and manage a Fund in the UK.
Special: The Fund seeks unique companies that are undervalued
Instantly: Investors can access our intensive research – conveniently through one Fund holding.
Ease: You can invest through several platforms or directly through our Chelmsford-based administrators.
Aligned: We are invested in the Fund ourselves.

What We Do

As a regulated firm, we manage a FCA regulated daily dealing Fund in the UK.
The Fund is a collective and comprises of around 35 small and interesting companies.
Through one Fund holding, investors can conveniently access this portfolio and benefit from a diverse collection of different businesses – instantly
You can invest through several platforms or directly through our Chelmsford-based administrators.
We eat our own cooking and are invested in the Fund.

Long-term means long term

Our investment style does not involve day-trading, clever algorithms or any other forms of black magic (or short-cuts).

Nor do we have the power to turn people into overnight millionaires.

We typically invest in companies with a 3 to 5-year time horizon and often end up running our winners i.e. holding them for longer. We expect our investors to mirror a similar attitude.

How do we do it

For nearly 60 years, the Fund has invested across a variety of different industries.

Though we meet hundreds of companies every year, we are known to be picky and fussy.

We look for

People we trust

Trust underpins everything we do. We believe business is about people and invest only in people we trust and admire.

Purposeful business

Our investment portfolio consists of good businesses that serve our society and make this world a better place.

Hidden gems

We deliberately seek out overlooked companies that are below the radar of larger institutional funds.

Our common-sense approach results in a portfolio that is distinct from other funds or index. To confirm, compare our Fund holdings for yourself.

As an independent investment boutique, we invest with care and patience. Hundreds of investors have invested with us since 1963.

Alignment

We believe in what we do – we are investors in the Fund ourselves. Similarly, we seek owner-operated companies where managements are fully aligned and invested.

Convenience

Buying or selling units is easy and straightforward. Investors can access all of our expertise through one simple Fund holding.

Discount protection

We are authorised and regulated by the FCA in the United Kingdom. The Fund is open ended. Unlike an investment trust, Our Fund cannot trade at a discount to NAV.

Different

Our unique companies could easily complement your existing portfolio. Compare our Fund holdings for yourself.