Commitment to clients

We are committed to providing exceptional service – above all by delivering superior long-term performance and by ensuring our interests are aligned with those of our partners.


Integrity and honesty are the bedrock of our business. We expect the highest ethical standards in our work and in our personal lives.

Excellence and innovation

We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning.


Teamwork underpins our firm culture. We consider each one of our colleagues with whom we work as individuals entitled to respect and dignity, and we recognize and reward their contributions on the bases of merit.


Effective communication is critical to teamwork and to our relationships. We encourage and value hearing different viewpoints and respectful challenges to consensus opinions.

Sustainability research

Our investment philosophy, which integrates sustainability research with traditional financial analysis, affords us the highest opportunity to deliver outstanding investment results.


Diversity, in the broadest sense, helps drive our success. A welcoming work environment, where individuals can bring totality of their experience and perspectives, is an invaluable contributor to greater economic success.


We have chosen an independent, owner-operated partnerships as an enduring business model. Similarly, we are committed to remaining a boutique investment company focused on continual improvement in our performance.

Sustainable capitalism

Through engagement with our partners, our portfolio companies and the broader financial markets, we strive to promote more sustainable form of capitalism. The MS foundation is an important element of that work.