three pillars

We believe outperformance comes from adhering to a structured and transparent investment process, centred on our three core investment pillars.

  • Consistency

    One investment approach across all strategies.

  • Conviction

    Concentrated equity portfolios of between 35 to 45 companies.

  • Compounding

    Focus on the long-term with low stock turnover.


Meet the Manager – With Sarah McGurrin and Gerry O’Brien

In this the first of our “Meet the Manager” videos, we are joined by Sarah McGurrin from Orca Financial and Gerry O’Brien from Heritage Wealth, to discuss the first quarter of 2018