Our Strategy & Process

An alternative approach to global equity investing

Our Strategy

Our Investment Strategy

We help people and communities enjoy a more certain financial future. We achieve this by living our values.

People | Discipline | Innovation | Honesty | Results

Hear more from CIOs Chad Padowitz and Hugh Selby-Smith

Our Process

Our Integrated Process

We believe the most compelling way to compound investors’ real wealth is by utilising multiple return sources to deliver superior risk-adjusted investment outcomes.

This is practically achieved through a combination of returns derived from capital gains and dividends – the stock selection process –  and option premium – the implementation process.