Trust underpins everything we do

We manage the Sterling Select Companies Fund, a collection of unique businesses led by people we trust and admire.


We invest in under-researched and mispriced companies.


We love what we do. We are investors in the Fund.

For over 60 years, our goal has remained unchanged: to deliver returns for our clients.


The Fund has grown investor capital 600 times and more.


Rightly so, The Sunday Times ranked us 3rd among 4000 Funds, of the 21st century.

What about ESG?

Every few years, our industry comes up with new marketing techniques. The latest is ESG.

We have incorporated ESG frameworks into our research process, long before sustainability became popular.

A modern business has to work for all stakeholders. Plain and simple.

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    Best Award

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    Happy Clients

Long-term means long term

Our investment style does not involve clever algorithms or any other forms of black magic.

We typically invest in companies with a 3 to 5 year time horizon and often end up holding them for longer - we like to run our winners. We request our investors to share our philosophy.

Common sense approach

Every year, we meet hundreds of companies but we remain fussy.

Our common-sense approach results in a portfolio that is distinct from other funds or indexes. Compare our Fund holdings yourself and see the difference.

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

People we trust

Trust underpins everything. Business is about people and we invest only in people we trust and admire.

Purposeful business

Our 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.

Aligned

We eat our own cooking – we are investors in the Fund ourselves.

Regulated by the FCA

Our UCITS Fund is open-ended and investors can exit the Fund any time they desire, without any discount or lock-ins.

Straightforward

Investors can access all our expertise and intensive research through one simple Fund holding. The Fund qualifies for SIPP and ISA.

Different

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