Advisory Panel

The Advisory Panel increases our breadth of perspective and experience, while allowing us to retain the advantages of a small and nimble team, a structure we consider essential to fully optimise our value investment style.

We are very privileged to have three highly respected investment professionals on our Advisory Panel:

Peter Hollis
Peter is a principal at Hollis Capital. He was formerly a partner and head of the European equity team at Baillie Gifford.

Russell Napier
Russell is a well-known strategist & commentator on global affairs. He is the author of Anatomy of a Bear: Lesson from Wall Street’s Four Great Bottoms.

Angus Tulloch
Angus heads the respected Asia Pacific (ex Japan) and Emerging Markets team at Stewart Investors (formerly First State Investments).

Each brings a distinguished track record of excellence in his field and provides an invaluable contribution to the Panel’s unconstrained discussions on a full spectrum of topics. Notes from our Advisory Panel meetings can be read in Fly on the Wall .