The Franchise investment approach is designed to deliver attractive long-term returns while focusing on the absolute risks inherent in equity investment.
It is founded on the belief that a concentrated portfolio of exceptionally high-quality companies, whose primary competitive advantage is supported by a dominant intangible asset, will earn attractive long-term returns with less than average volatility. This is particularly true when those investments are selected with an absolute value bias.
The Franchise Approach
Hear Jayson Vowles, founding partner and investor, discuss the key foundations of our Franchise investment approach and our commitment to continuous development.
The Franchise approach is specifically designed to capture the long-term wealth creation of businesses while minimising commercial and valuation risk. It is this disciplined approach that has allowed us to generate attractive long-term returns for our clients with a strong capital preservation bias.
Hear founding partner and investor, Michael Allison, review the importance of balancing quality and value in order to help clients compound their capital over a full market cycle.
ESG Integration
We integrate ESG considerations into our investment process to support our goal of delivering attractive long-term returns for our clients. Our approach to ESG integration and stewardship is returns led, which means we focus on the financially material risks that matter to a company’s franchise quality and its valuation.
Hear from Lottie Meggitt, our ESG analyst, on why we believe we have the right structure to effectively integrate financially material ESG considerations into our clients’ portfolios.
Issued by Independent Franchise Partners, LLP, authorised and regulated by the Financial Conduct Authority in the United Kingdom. Independent Franchise Partners, LLP is registered with the United States Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply that Independent Franchise Partners, LLP possesses a certain level of skill or training. The information displayed on this website is for eligible counterparties and professional clients only and is not for retail clients. The services described may not be available to you, or suitable for you. Nothing in this document constitutes investment advice nor does it represent any offer to provide services to buy or sell securities of any kind. Investments in the portfolios managed by Independent Franchise Partners, LLP may fall as well as rise and investors may not be able to recover their invested capital.
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