Thesis has a significant presence in Lymington, with £290 million under management and the local team of seven will now become part of Sanlam’s regional wealth management network.
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Please do not hesitate to contact the Thesis team should you have any queries in respect of your portfolio and the strategies being employed currently.
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We have chosen an independent, broad-based employee-owned partnership as an enduring business model.
Similarly, we are committed to remaining a boutique investment firm focused on continual improvement in our performance.
We aim for excellence in all that we do, and ensure that our investment processes encourage rigorous research, curiosity and continuous learning.
We believe inter-disciplinary, diverse teams are the most likely to yield new insights and produce the best results for our clients over the long term. We consider each of the women and men with whom we work as individuals entitled to respect and dignity, and we recognise and reward their contributions on the basis of merit.
Through engagement with our clients, our portfolio companies and the broader financial markets, we strive to promote a more sustainable form of capitalism.
The Generation Foundation is an important element of this work.