Focus, Collaborationand Perspective

Our purpose is to generate compelling compound returns for our investors, measured over decades.

Track record

Our consistent record is enabled by a long-proven investment process and enduring team.

% p.a.
% p.a.
Compound return since inception, net of fees*

Past performance is not a reliable indicator of future results. *Full performance data available. As at 28th June 2024.

Assets under management*

We aim to invest a diversified portfolio of high quality companies. *As at 28th June 2024.

American Fund

The Findlay Park American Fund is an actively managed portfolio, comprised primarily of US equities. The Fund aims to increase the value of your investment over the long-term.

We aim to invest in a diversified portfolio of high quality, durable companies. Our starting point when considering any company for investment is not ‘how much can we make if we get it right?’ but rather ‘how much could we lose if we are wrong?’

Our goal is to keep compounding at an attractive rate for investors by aiming to control risk in each investment.

Investment Philosophy

We have a clear Investment Philosophy that is aligned to our purpose and rigorously applied through all market conditions.

By applying our Investment Philosophy we aim to control the downside risk in each stock in order to produce a compelling risk-adjusted compound rate of return.

We assess each company against a checklist of twenty-nine questions which analyse key aspects of a business, including its financial and competitive position, management and valuation.

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