“The Service operates on the basis of a Model Portfolio of AIM-quoted stocks, which provides the template for the discretionary management of portfolios held by clients of wealth managers and other intermediaries. The stocks chosen for the Model Portfolio are those that to the best of our knowledge are likely to qualify for Business Property Relief (‘BPR’), and as such could potentially provide up to 100% inheritance tax relief after a holding period of two years (subject to the final determination of HMRC). Dividends received from portfolio companies are re-invested.”
Philosophy & Key Benefits
Bottom up: Stock-picking driven by rigorous analysis
Concentrated: Curating a diversified portfolio of the 25-40 well financed companies
Growth approach: Selecting outstanding businesses with a genuine edge
Portfolio construction, stocks fall into four segments
Owner-Managed businesses with a significant founder stake
Long term family ownership
Established Technology with clear barriers to entry
Durable defensive businesses with well covered yield
Fundamental research: Our relationships afford us excellent access to company management which informs our thoughtful analysis
ESG considerations: Integral to each manager’s due diligence and research
Team approach: Allowing waterfront coverage and avoiding individual manager bias
Risk management: Active monitoring with a focus on liquidity and diversification
