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

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.

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