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.
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.