Investment Policy

The Company seeks to achieve long-term capital growth through a diversified portfolio of global strategic equities and carefully selected scarce assets.

The investment approach combines ownership of high-quality businesses with exposure to monetary metals, Bitcoin through regulated exchange traded products (ETPs), and inflation-linked securities. The Company seeks to preserve shareholders’ purchasing power over the long term by investing across a range of asset classes and adapting the portfolio to changing economic conditions.

Investment Approach

The Company’s objective is to seek to preserve and compound shareholder capital over the long term through a diversified portfolio of global equities and carefully selected scarce assets.

The investment strategy is based on the belief that the global economy is undergoing a period of structural change, characterised by elevated debt levels, monetary expansion and increasing pressure on traditional stores of value. In response, the Company seeks to invest in a diversified portfolio of assets that the Investment Manager believes have the potential to preserve purchasing power while supporting capital growth.

The portfolio combines carefully selected global equities with strategic allocations to monetary metals, Bitcoin through regulated exchange traded products (ETPs), and inflation-linked investments. This diversified approach seeks to deliver long-term capital growth while enhancing resilience across a range of economic and market environments.

As a closed-end investment trust, the Company benefits from the ability to adopt a genuinely long-term investment horizon, allowing the Investment Manager to manage the portfolio through different market cycles, supporting disciplined capital allocation.