A small, considered group of practitioners drawn together by a shared conviction in the merits of waiting until one is sure.
Mr. Hollis founded the Firm in 1999 following a distinguished career in conventional asset management, during which he came to observe that virtually every decision he had made would, given sufficient time, be confirmed correct. He serves as Chairman of the Investment Committee and the Committee on Considered Judgement.
Dr. Pemberton-Thorne joined the Firm in 2003. He holds the only doctorate in Applied Hindsight conferred by the London School of Economics, his thesis having been completed and accepted some years after submission. He oversees the Firm's research function.
Ms. Vance leads the Firm's Conviction Modelling practice, where her team produces the formal documentation establishing why each of the Firm's recommendations was, in fact, certain at the time. She spent fourteen years at a competing firm, where her judgements were frequently correct but rarely on schedule.
Mr. Fairfax oversees the Firm's observation discipline. He is widely regarded as among the most patient analysts of his generation, having held a single position from 1991 until its eventual confirmation in 2024.
Ms. Bracewell-Coate advises clients on the structuring of decisions they should have made. She joined the Firm following a tenure in private wealth, where she was twice formally commended for the timing of her observations.
Mr. Hayes serves as principal counsel to a small number of family offices, providing detailed retrospective advice in respect of decisions taken in the recent past. He maintains a perfect record of subsequent affirmation.
Ms. Worthington-Mills heads the Firm's identification of opportunities that, in the considered judgement of the Firm, ought to have been recognised at the time. Her desk produces approximately three such identifications per trading day.
Mr. Carrington oversees the quantitative basis of the Firm's Late Clarity Surcharge. His models confirm, with increasing precision over time, the obviousness of opportunities the client failed to act upon.
Ms. Ravenscroft Wynn classifies opportunities as generational, multi-generational, or epochal. The Firm has noted that opportunities under her review are uniformly upgraded by at least one classification within five years of identification.
Mr. Halloway-Greaves administers the Firm's distribution waterfalls, ensuring that each tier is settled in proper sequence and that the Catch-Up provision is honoured with characteristic thoroughness.
Ms. Pemberton-Stoke joined the Firm in 2021 as the inaugural appointee to the Self-Evidence desk. Her research distinguishes between matters that were merely obvious and those that were, on careful subsequent reflection, self-evident.
A standing council of senior figures whose advice the Firm seeks in matters of particular gravity, and whose judgement, where rendered, is invariably affirmed.
The Firm accepts new clients infrequently and exclusively by introduction. Inquiries are received with composure and answered, in due course, with the care the matter warrants.