Our Approach
Three principles guide every decision we make
Quality
Concentration
Patience
How To Invest
Subscribing to the fund follows a clear, four-step process. Our team supports you from first contact through to ongoing reporting
01-Get In Touch
Submit an enquiry through the form below, or email us directly. Tell us briefly about yourself and what you'd like to know about the fund. Takes less than two minutes.
02-Initial conversation
A member of our team will contact you within two working days. We discuss the fund, your investment objectives, and share the Key Information Document and prospectus for your review.
03 — Complete the application
Once you've reviewed the documents, submit your application alongside the standard identity, source-of-funds, and suitability checks. We provide one point of contact throughout.
04 — Ongoing reporting
After your investment is confirmed, you receive quarterly factsheets and the fund manager's commentary. You will always know what the fund holds and why.