We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning.
We believe inter-disciplinary, diverse teams are the most likely to yield new insights and produce the best results for our clients over the long term. We consider each of the women and men with whom we work as individuals entitled to respect and dignity, and we recognise and reward their contributions on the basis of merit.
by consistently taking a long-term view and fully integrating sustainability research within a rigorous framework of traditional financial analysis.
Delivering outstanding investment results will also achieve our goal of proving the business case for Sustainable Capitalism.
We recognise and accept our responsibility to live in accordance with our values; to be responsible to the communities in which we live and work, and to the world community.
We aim to reduce our environmental footprint where possible; we are mindful of ways to help our employees fulfil their personal responsibilities, and we actively encourage philanthropic engagement.So it should be; as shareholders we are co-owners, putting our capital at the disposal of a business, and the dividend is our portion of the profit.It is a bird in the hand while market prices are continually changing.We have chosen an independent, broad-based employee-owned partnership as an enduring business model.Similarly, we are committed to remaining a boutique investment firm focused on continual improvement in our performance.“It pays dividends.” The very phrase has entered the language to denote something which is rewarding or worthwhile.We instinctively see income-paying investments as desirable.Each year in September, we publish our ‘Asset Management in the UK’ survey.This provides a definitive and comprehensive review of what investment managers in the UK have been up to, including how they invest and their contribution to the economy. Each month, we collect detailed information about investment fund sales to UK retail savers and to institutional investors, such as insurance companies or pension schemes.If you would like a no obligation chat with one of our investment managers to find out how we can help you invest for the future, please contact us.You can visit our website at call our Lymington office on 01590 613 580, or email Thesis Asset Management has announced their private client business has been acquired by Sanlam UK, part of the international financial services group Sanlam Limited.