How we invest
The capital cycle investment philosophy and supply-focused discipline lies at the heart of our differentiated approach.
As global investors our universe is vast – our framework focuses attention on what matters the most.
A diversified portfolio and patience enables us to incorporate exciting opportunities that more conventional investment managers cannot.
We build our portfolio to generate exceptional long-term returns, not tick other people’s boxes.
James chairs our Supervisory Board, advising the Senior Partner and partnership around all aspects of firm strategy.
James is also a Senior Advisor at BlackRock and the Non-Executive Chairman of BlackRock Group Limited, the primary operating entity of BlackRock EMEA.
Prior to this, James held a number of senior executive positions within Blackrock serving as Head of BlackRock EMEA and as a member of BlackRock’s Global Executive Committee and Global Operating Committee. He originally joined Mercury Asset Management in 1993.
Julian sits on the Supervisory Board, advising the Senior Partner and partnership with a particular emphasis on the investment process and philosophy.
Julian is Chief Investment Officer at Macdoch Asset Management Ltd. Previously he was Chief Investment Officer of Talisman Global Asset Management, as well as a founding shareholder at Adjuvo, a UHNWI syndicate. He was an Ira Sohn invited ‘stock pitcher’ in 2013 and was senior non-executive director of Aberdeen Diversified Income & Growth Trust plc, Standard Life Aberdeen’s flagship multi asset investment trust until retiring from the board in June 2021.