where monumental change meets investing
What We Do
We study monumental change in companies, markets and society to better understand the powerful forces shaping business.
We use this thinking as the starting point to generate high conviction investment decisions.
We provide our thinking and specific investment advice to institutional investors across sectors and companies worldwide.
Our Ethos
To put our clients in a position to do the best work of their lives - to see and act on meaningful change before others do
To see the world with fresh eyes each day – becoming ever better investors as a result.
To build a community of rich trusting exchange we think is rare, if not unique, in our industry.
To practice our craft with a sense of compassion, empathy and service.
