A Career Dedicated to Understanding Value

After thirty-seven years across London, New York, and beyond, I have learned that lasting wealth is built on patience, discipline, and a genuine understanding of what you own.

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My Philosophy

My approach to investing has been refined over nearly four decades of studying businesses, meeting management teams, and navigating market cycles. It rests on a simple foundation. The best investments are ownership stakes in excellent companies, purchased at sensible prices, and held for the long term.

This philosophy has guided me through technology bubbles, financial crises, and countless moments of market euphoria and despair. It requires patience when others are impatient, and discipline when others are swept up in enthusiasm.

Explore My Investment Philosophy
Investment philosophy
Our team

Our Team

Behind every investment decision is a team united by shared values and complementary expertise. I am joined by Lindsay Fraser, whose dedication to client service ensures that every investor we work with receives thoughtful, personalized attention.

Together, we bring decades of experience spanning European research, North American markets, and Canadian wealth management. Our partnership is built on a common belief that investors deserve clarity, honesty, and a steady hand.

Meet the Team