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 was formerly head of 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 .