Capabilities

We are active stock-pickers with a passion for investing, providing clients with sustainable solutions across developed, emerging and global markets. Our teams look for high-quality businesses with superior capital allocation, strong balance sheets and a rich seam of cash generation. Long-term sustainability underpins these characteristics, shaping concentrated portfolios with high active share.

Our high-conviction, unconstrained approach to fixed income provides investment flexibility, enabling rapid adaption to changing market conditions. We strive to help investors navigate today’s unpredictable world, aiming to successfully manage volatility and risk while enhancing returns.

Our convertible bond strategies provide unique opportunities for managing risk and enhancing returns, bringing a high-conviction, pure-play approach to the asset class with a sustainable focus to maximise convexity.

Helping investors find alternative sources of return in volatile and unpredictable markets, our private assets offering provides opportunities in real estate, lifestyle and consumer sectors. Our investment team is focused on supporting management teams in bringing innovation and craftmanship to market, answering consumer needs and creating digitally innovative global businesses.

Our multi-asset team takes a dynamic approach to investing, applying a process that combines qualitative, quantitative and technical inputs to deliver downside protection and capital appreciation.  

We are a trusted partner in this field, having invested in hedge funds since the early 1970s. We share our deep industry knowledge with our clients through multiple formats: fund of hedge funds, bespoke portfolios and advisory services.