Investing smarter for the world you want.

Whatever future you envision, your investments should help make it possible. That’s why we strive to deliver smarter investment opportunities that harness the power of intense research, global perspectives and forward-thinking insights. That’s why millions of people around the world trust us to manage their money.

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Our foundation supports your future.

Four essential cornerstones inform our investment solutions.

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Global connections lead to deeper perspective.

Presence is one thing, but truly global perspective is another. We believe cultivating diverse voices, expertise and insights leads to the discovery of more compelling insights and more intelligent investment opportunities.
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Intense research informs your investments.

Original, independent research makes for smarter investing. Thanks to next-gen analytics and the collaboration of more than 200 research associates, we’re turning everyday information into forward-thinking solutions.

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A philosophy of responsibility guides decision-making.

Our goal is to help you achieve your financial goals without compromising your values, whatever they may be. A responsible ethos guides our business from top to bottom, from everyday interactions to the development of proprietary tools for portfolio managers

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Continuous improvement leads to innovation.

Markets don’t stand still, and neither do we. That’s why we’re continually seeking new ways to improve and innovate. Our Consultancy & Oversight team strives to ensure integrity in investing — evidence of our commitment to accountability and progress.

Here’s how we help you invest in the things that really matter.

We’re helping you make a bigger impact in your world and the wider world — because what matters to you, matters to us.

Intelligent insights lead to informed investments

Navigate market trends with our blog.

20 August 2024

30 years of rock steady conviction

In a history that’s worth celebrating, CT UK Capital and Income Investment Trust is over 30 years old. For most of that time, the trust has been managed by the same man: Julian Cane, the Portfolio Manager since 1997, who has invested with conviction for the best part of three decades.
6 August 2024

Leading top tier UK companies for sale at discount prices

It’s a mysterious anomaly that UK shares are trading at super cheap prices, yet many of the companies behind them earn sizeable revenues overseas. Even if you assume the UK economy might be held back by the cost-of-living crisis and overhang from Brexit, the discount prices defy logic.
7 May 2024

Proud to be a tortoise not a hare

In the tortoise and the hare, a renowned Aesop’s fable, the steady tortoise famously outpaces the over-confident hare. Similarly in stock market investing, firmly applying sound investment techniques over time can produce solid returns, proving more reliable than trading in and out of the market.

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DISCLOSURES

*Employee data as of 30/09/22

**AUM as of 31/03/23