How we invest

We invest according to clear and consistent principles.

We believe the most successful investment strategies are based on simple ideas, executed with rigorous discipline.

We are 100% active. 

We don’t follow an index, we just invest in the best companies we can find.

We don’t believe in buy-and-hold.

We like to keep trading costs to a minimum but, in an economy driven by constant innovation, we don’t believe it is wise to sit on the same portfolio for many years. As the economy adapts we aim to adapt our portfolio of investments.

We are global.

We don’t confine ourselves to any country or region. We aim to ensure your portfolio is invested in the highest quality companies, wherever they are.

We invest exclusively in those companies with the best record of consistent, profitable growth.

We believe share price performance, in the end, is driven by growth in the underlying company. This is why we invest only in companies with an impressive track records of cash generative growth.

We avoid companies that rely on excessive debt.

By avoiding those companies that have grown by over stretching their balance sheets, we not only avoid the worst aspects of financial distress, we also ensure that we invest in those companies that are growing because they have a genuinely good business franchise.

We invest cautiously.

We believe in efficient diversification. We like all our investments to be significant without any of them being large enough to dominate the portfolio.

We deal with mistakes promptly.

We are pragmatic not dogmatic, if we make a mistake we sell the company and move on. We don’t stick with losers.

We use sophisticated quantitative techniques to find the best pattern of growth and to manage portfolio risk.

By asking the right questions, and deploying the smartest algorithms, we can make the most effective use of data stretching back many years.

Humans make the final decisions.

While our quantitative systems can take us a long way, we still rely on humans to make the final decisions. Only with experience and detailed subjective analysis can we ensure that you are invested in the world’s highest quality, most innovative companies.

We charge fair fees.

We believe fees should encourage the best possible investment practice and foster a healthy alignment of interests between ourselves and our clients. 



Risk Warning

The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested and may lose all of their investment. The value of investments in the investment funds contained on this website may be affected by the price of underlying investments. Exchange rate changes may cause the value of overseas investments to rise or fall.

Nothing contained on this website constitutes, and nothing on this website should be construed as, investment advice or a recommendation to buy, sell, hold or otherwise transact in any investment. It is strongly recommended that you seek professional investment advice before making any investment decision.

You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision. You should also inform yourself and seek advice as to (a) the possible tax consequences, (b) the legal requirements and (c) any foreign exchange restrictions or exchange control requirements which you might encounter under the laws of the countries of your citizenship, residence or domicile and which might be relevant to the subscription, holding, transfer or disposal of interests in any investment fund.

To the extent that this website contains any information regarding the past performance and/or forecast of investment funds, such information is not a reliable indicator of future performance of these investment funds and should not be relied upon as a basis for an investment decision

Equitile Investments Ltd (“Equitile”) offers no guarantee against loss or that investment objectives will be achieved. Please read the Key Investor Information Document, Prospectus and any other offer documents carefully and consult with your own legal, accounting, tax and other advisors in order to independently assess the merits of an investment.

Equitile Investments Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom and is a company registered in England, number: 09459099. Registered Office: 2nd Floor, Regis House, 45 King William Street, London EC4R 9AN.

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