Building trust since 1926

We are a well-established investment company, taking a value approach combined with deep fundamental analysis to offer something distinct to investors.

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Portfolio Managers Nick Purves and Ian Lance employ a long-term approach with an investment philosophy that aims to preserve capital and growth by focusing on a company’s “intrinsic value”.

Financial calendar

2021 dates
Interim dividend payments
31st March, 30th June, 30th September, 31st December
Interim results
mid/late September
Annual results
mid/late March