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Our Guiding Principle/Core Values

Our philosophy defines our character and culture which reflects in our official engagement with both our internal and external customers. We nurture these principles across the organization which is the pillar upon which our business is built.

Commitment to Clients

We are committed to providing exceptional client service  above all by delivering superior long-term performance  and by ensuring that our interests are fully aligned with those of our clients.


We believe that we must be not only be ethical but honest in dealing with our clients. We believe that only the highest ethical standards in our official and personal dealings will define future business. Our business is anchored on honesty, transparency, reliability and uprightness.

Excellence and Innovation

We continuously seek for new ways of doing our business. We strive to be models in all our areas of competence and service offerings. We ensure that our rigorous investment and risk management processes are adhered to at all times. We encourage continuous learning and research of our people.


We believe that teams achieve more working together. We work in teams and ensure that individuals in the team are accorded their respect and we reward group contributions rather than individual contribution to consolidate our approach to working for our clients.


Effective communication is critical to teamwork and to our relationships. We encourage and especially value hearing different viewpoints and respectful challenges to consensus opinions.


Diversity, in the broadest sense, helps drive our success. A welcoming work environment, where individuals can bring the totality of their experience and perspectives, is an invaluable contributor to greater economic success.

Sustainability Research

Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.


We have chosen an independent broad-based employee-owned partnership as an enduring business model. Similarly, we are committed to remaining a boutique investment firm focused on continual improvement in our performance.

Responsible Citizenship

We recognize and accept our responsibility to live in accordance with our values, to be responsible to the communities in which we live and work, and to the world community. We aim to reduce our environmental footprint where possible; we are mindful of ways to help our employees fulfil their personal responsibilities; and we actively encourage philanthropic engagement.

Customer Experience

We respect our customers above all else and never forget that they come to us by choice. We share a personal responsibility to maintain our customers’ loyalty and trust. We listen and respond to our customers and seek to exceed their expectations.


We value the growth of all our stakeholders.