We follow a bottom-up, research driven investment process. We believe that the price you pay for an investment is extremely important and therefore our 3M approach combines a preference for attractively priced investments (our Margin of safety) with a rigorous quality overlay (assessment of Moat and Management).
Our team-based research driven approach means that our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range from carefully curated buylists across all asset classes. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios.
Our long-term track record affirms the success of our proven process, and offers important diversification benefits to a blended client portfolio.