Investing with you
Who we are
We are an employee-owned investment management firm focusing solely on global equities.
We follow one simple principle - ever growing dividends lead to superior long-term returns.
Side by side, we are investing with you.
Philosophy
We are driven by the simple notion that dividend growth is the dominant force driving long-term outperformance.
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Firm and People
Since its inception in 2010, our firm operates on a principle of simplicity: single investment philosophy, single process and alignment with our clients.
Our experienced and passionate team are here for you. We are dedicated to helping you realise your financial goals.
Process
Our investment process begins by conducting our own research, independent from external opinions. Bias removal, robust challenge and inclusive decision-making are fundamental to our process.
READ MORELatest from Insights & Videos
Webinar - Q2 Update & What do Meta, Alphabet and Booking.com have in common?
H1 performance for the Heriot Global Fund and recent significant changes in corporate US dividend behaviour.
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How we pick stocks
James Curry, Partner, expands on our Investment process and details the features that makes it unique.
Webinar - Q2 Update & What do Meta, Alphabet and Booking.com have in common?
H1 performance for the Heriot Global Fund and recent significant changes in corporate US dividend behaviour.
How we pick stocks
James Curry, Partner, expands on our Investment process and details the features that makes it unique.
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Why smaller companies?
Gavin Harvie, Partner, discusses why we decided to launch smaller company strategies.
What has driven the strong first half for global equity markets, and what does it mean for smaller company performance?
Major companies in the US are starting to initiate dividends, why is that the case?