We are fundamental, bottom-up investors seeking to create high conviction portfolios of reasonably valued, high quality companies that are exposed to, or operate in, emerging markets.
We aim to:
- Focus on the long term
- Ignore the index
- Invest bottom-up
- Own high-quality companies
- Invest in sustainable businesses
- Focus on absolute not relative returns
Our investment philosophy stresses the importance of alignment. Emerging markets present a distinctive context in which to operate a business, with constant evolution – and sometimes revolution – in economic, political, regulatory and financial conditions. Investing alongside managers and owners with good reputations who control their own destiny and share our belief in a long-term approach is an important way to align interests.
As a business, we aim to put our investment philosophy into practice. Our remuneration policy is designed to ensure alignment with client outcomes and partners will co-invest in strategies run by Skerryvore. Consistent with our investment philosophy and process, this underpins the absolute rather than relative return mind-set that clients can expect from us.
