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
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Webinar - Who wants to live forever? Equity investments for an ageing population
Alan McFarlane, Senior Partner, discusses the implications of an ageing global population and the challenges and opportunities this presents for global equities and financial planners.
Network effects in Smaller Companies: Rightmove
Join Andrew Brown and Gavin Harvie as they discuss one of the recent additions to the Heriot Global Smaller Companies Fund, Rightmove.
Webinar - Who wants to live forever? Equity investments for an ageing population
Alan McFarlane, Senior Partner, discusses the implications of an ageing global population and the challenges and opportunities this presents for global equities and financial planners.
Network effects in Smaller Companies: Rightmove
Join Andrew Brown and Gavin Harvie as they discuss one of the recent additions to the Heriot Global Smaller Companies Fund, Rightmove.
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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.
Why smaller companies?
Gavin Harvie, Partner, discusses why we decided to launch smaller company strategies.
Why dividends?
David Keir, Partner, explains why we've chosen dividends as our metric for growth.
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Webinar - AI outside the technology sector
Neil Sutherland, Client Partner, discusses the opportunities of AI outside the tech sector.
Introducing our process
James Curry, Partner, introduces our investment process.
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Why International?
Andrew Brown, Investment Manager, discusses the benefits of investing internationally.
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Webinar - Q1 Performance Recap and Outlook
Alan Ferguson, Head of UK Distribution, recaps the Heriot Global Fund's performance for Q1 of 2024.
Our philosophy
David Keir, Partner and Investment Manager, discusses the Dundas philosophy.
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Firm history
Alan McFarlane, Senior Partner, gives an overview of our Firm's history.
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Changes in consumer trends - Lidl v Gucci webinar
Alan Ferguson, Head of UK Distribution, discussed the latest changes in consumer trends.
What is Dividend Growth?
Alan McFarlane, Senior Partner, dives into dividend growth.
Heriot Global Smaller Companies Fund Introduction
Neil Sutherland, Client Partner and Gavin Harvie, Partner give an overview of Heriot Global Smaller Companies Fund.
Pharma's vital statistics
James Curry and Gavin Harvie discussing our healthcare stocks.
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?
Events
