From the trading floors of London to the boardrooms of New York, I have dedicated my career to one simple belief. The value of a business reveals itself to those who are patient enough to look beyond the noise.
Markets have always rewarded those who understand what they own. Over nearly four decades, I have walked through factory floors in the Midlands, sat across from CEOs in Frankfurt, and studied balance sheets in Manhattan. Each conversation, each annual report, each market cycle has reinforced a fundamental truth.
Lasting wealth is built by owning excellent businesses at sensible prices and holding them through the inevitable storms.
I created this platform to share perspectives shaped by years of cross-border investing. My work serves investors who value substance over spectacle, who seek steady guidance over fleeting trends, and who understand that the journey to financial independence requires both conviction and patience.
For those in Canada looking beyond your home market, I offer a bridge to opportunities across the Atlantic and around the world.
Meet the Team
A disciplined framework refined over decades of navigating global markets.
I invest in businesses with durable competitive advantages, strong cash generation, and management teams that allocate capital wisely. A great business at a fair price will outperform a mediocre business at a cheap price over any meaningful time horizon.
Even the finest company can become a poor investment if purchased at an excessive price. I apply multiple valuation frameworks to ensure every position offers a margin of safety. Patience in buying is just as important as patience in holding.
My investment horizon is measured in years. Frequent trading erodes returns through costs and taxes. It also tempts us to react to short-term noise. When the fundamentals remain sound, I hold through volatility.
Decades of experience across London, New York, and beyond have taught me to compare opportunities across borders. A company undervalued in one market may have peers trading at very different multiples elsewhere.
Dedicated professionals united by shared values and complementary expertise.
Chief Investment Officer
With thirty-seven years navigating equity markets across Europe and North America, Alistair brings deep expertise in fundamental analysis and cross-border investing. His career spans Schroders and Invesco, with five years based in New York building transatlantic investment networks.
"Investment is a craft that rewards patience. Markets fluctuate in the short term, but business value ultimately depends on the cash flow a company generates for its shareholders."
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Client Relations Associate
Lindsay serves as the primary point of contact for Canadian clients, bringing eleven years of experience in wealth management and investor communication. Her background includes positions at RBC Wealth Management and an independent advisory firm in Vancouver.
"Client service is fundamentally about building trust. Through accurate information, timely responses, and a professional approach, we ensure that every client feels their interests are taken seriously."
View Full ProfileExperience and judgment remain at the heart of sound investing. I have integrated AI-powered analytical tools into my research process, offering clients additional perspectives on stock selection and portfolio assessment. These tools combine decades of investment principles with modern technology to support more informed decisions.
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