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
Intro to AI
AI is rapidly reshaping the global economic landscape. James Curry and Neil Sutherland discuss the opportunities it presents.
Recent Purchases - Booking Holdings
Gavin Harvie and David Keir, Partners at Dundas, share insights on a recent purchase: Booking Holdings Inc.
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Recent purchases: Straumann
James Curry and David Keir, Partners at Dundas, discuss Straumann, a recent addition to our global portfolios.
Intro to AI
AI is rapidly reshaping the global economic landscape. James Curry and Neil Sutherland discuss the opportunities it presents.
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Webinar: Heriot Global Fund Q1 2025 Update & Inside the Boardroom
Neil Sutherland and David Keir, Partners, discussed the Heriot Global Fund's recent performance and provided insights from inside the boardroom.
Webinar: high yield, high risk, high stakes
Join Alan McFarlane as he discusses the mythology of blue chip stocks and why a total return approach, focusing on dividend growth, leads to better long-term outcomes than simply chasing high yields.
Intro to AI
AI is rapidly reshaping the global economic landscape. James Curry and Neil Sutherland discuss the opportunities it presents.
Recent Purchases - Booking Holdings
Gavin Harvie and David Keir, Partners at Dundas, share insights on a recent purchase: Booking Holdings Inc.
Recent purchases: Straumann
James Curry and David Keir, Partners at Dundas, discuss Straumann, a recent addition to our global portfolios.
Intro to AI
AI is rapidly reshaping the global economic landscape. James Curry and Neil Sutherland discuss the opportunities it presents.
Recent Purchases - Booking Holdings
Gavin Harvie and David Keir, Partners at Dundas, share insights on a recent purchase: Booking Holdings Inc.
Recent purchases: Straumann
James Curry and David Keir, Partners at Dundas, discuss Straumann, a recent addition to our global portfolios.
Find out about one of the world’s greatest dividend growth investors, Grace Groner.
Major companies in the US are starting to initiate dividends, why is that the case?
Find out about one of the world’s greatest dividend growth investors, Grace Groner.
Major companies in the US are starting to initiate dividends, why is that the case?
Find out about one of the world’s greatest dividend growth investors, Grace Groner.
What has driven the strong first half for global equity markets, and what does it mean for the Heriot Global Smaller Companies Fund's performance?
Find out about one of the world’s greatest dividend growth investors, Grace Groner.
Major companies in the US are starting to initiate dividends, why is that the case?
Events
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