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Equities

Mirabaud Sustainable Global Focus Strategy

A concentrated, best-ideas global equity strategy that seeks out innovative companies with clear competitive advantages and that offer sustainable growth.

We believe that strong management and an ability to focus on sustainability allows companies to capitalise on their opportunity set.

Themes are an important driver for success and can support a company's potential in a low-growth cycle. By following a multi-thematic approach, we can adapt to a changing environment and increase diversification.

Managing risk is a priority and the strategy targets lower volatility than the average fund in the global equity sector.

Portfolio characteristics
THEMATIC STRATEGY

We believe global themes provide companies with secular tailwinds.

CONCENTRATED PORTFOLIO

25-40 stocks. New entrants must be better than any existing holdings.

SUSTAINABLE GROWTH

Portfolio is balanced between companies with diverse growth characteristics to control risk.

STOCK-SPECIFIC RISK

Stock risk has to be higher than any other factor, as stock selection drives alpha.

SFDR ARTICLE 8

Looking for sustainable leaders via a comprehensive ESG process.

Portfolio themes

Strategy resources

Fund Information

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Monthly Reporting

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Monthly Commentary

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