McInroy & Wood

Overview

McInroy & Wood is a UK-based investment management firm specializing in long-term equity investments. They offer a range of funds, including the Balanced Fund, Income Fund, Smaller Companies Fund, and Emerging Markets Fund, each managed according to ethical principles. Their investment approach is unconstrained, taking a long-term view and focusing on direct global investments. They emphasize responsible investing, with a longstanding approach to environmental, social, and governance issues. The firm is truly independent, with family and employee ownership providing the freedom to choose the best path for clients. They manage assets under a range of structures and jurisdictions, including offshore, and work closely with clients' advisers to deliver the best outcomes. McInroy & Wood Limited and McInroy & Wood Portfolios Limited are authorised and regulated by the Financial Conduct Authority. McInroy & Wood Limited is registered as an investment adviser with the US Securities and Exchange Commission.

Investment Focus

• Accredited investors only
• Long-term investment horizon
• Alignment with ethical investment principles
• Diversification across multiple asset classes
• Interest in global markets
• Willingness to accept market volatility
• Commitment to responsible investing
• Ability to invest in offshore structures
• Collaboration with professional advisers
• Interest in both developed and emerging markets
• Preference for direct equity investments
• Focus on long-term capital growth
• Interest in private equity and venture capital opportunities
• Acceptance of investment in various industries and sectors
• Willingness to invest in different geographical regions
• Interest in both early-stage and mature companies
• Alignment with the firm's investment philosophy
• Commitment to ethical and responsible investment practices