Our portfolios consist of high-quality public companies, rigorously selected using an exclusive methodology that enables us to access a global range of businesses of all market capitalizations.
Our security selection process is based on undeniable secular trends, demonstrating enduring potential regardless of economic cycle fluctuations.
Our priority is to achieve long-term absolute returns and to effectively manage risk, rather than seeking short-term relative returns.
Our philosophy
We invest in companies with clear and resilient business models, strong competitive advantages, and a proven ability to create value. We prioritize corporate stewardship and exhaustively dissect total shareholder return to ensure that every investments exceeds our minimum return threshold. Our focus on fair valuation ensures capital preservation while maximizing growth potential.
Strategies
Our commitment is to exclusively focus our effort on security selection and portfolio management, combining expertise and long-term vision to offer high-quality investment solutions.
GLOBAL EQUITY
The WPI Global Equity Strategy targets strong and sustainable long-term performance through a benchmark agnostic approach built on investing in high-quality companies around the world. These companies are selected through a proprietary research method that seeks to identify long-term secular trends, above average growth potential, industry-leading margins and high return on invested capital. The strategy is available via pooled fund subscription or via segregated managed accounts.
BALANCED
The WPI High Income Balanced strategy targets high income and sustainable long-term performance through a portfolio that combines equities and fixed income securities. Defensive companies with high dividend distributions that can consistently grow earnings and cash flows, regardless of economic cycles, are prioritized. Our fixed income securities focus on investment-grade corporate bonds from highly resilient issuers across diverse industries, ensuring a reliable source of interest income.