Multi-thematic focus to drive your dividends and growth
A focus on multiple global themes lies at the centre of the strategy’s investment approach, which provides sustainable growth drivers for the companies in which we invest.
Delivering you sustainable and growing dividends
Our disciplined approach leads us to access both cyclical and defensive yields, which maintains a balanced portfolio. We select companies with a high sustainable current income as well as future income growth.
Managing risk for clients is always a priority
A focus on fundamentally based, active stock selection, paying close attention to the risks that each company faces, leading to better informed decision-making around the sustainability of growth and dividends. At the portfolio level, the combination of stocks across multiple sectors with different growth and defensive characteristics mitigate unwanted factor risks, which is also augmented by leveraging multiple themes.
Integrated ESG approach to select dividend leaders
Employs a consistent approach to the integration of Environmental, Social and Governance (ESG) considerations when selecting companies. We don’t own any of the vice areas exposed to potential regulatory change, such as tobacco, and we only look to invest with ESG leaders.
Our unique approach to global equity income
Find out more about how our strategy delivers on sustainable and growing dividends
How we access high and growing dividends
Discover how our multi-thematic and ESG approaches help us deliver high and growing dividends
Inside dividends
How portfolio managers are navigating the dividend challenge in today’s markets
Mirabaud Sustainable Global High Dividend
Our Approach
ESG Integrated Approach
The Portfolio Managers have been running sustainable Global Equity portfolios since 2013, screening out the vice sectors which are at risk of regulatory change, and low ESG scoring companies. We look for Leaders in the ESG space within their industries. To help do this, we leverage Sustainalytics, a leading independent information source on ESG criteria. Mirabaud Asset Management also has a dedicated team of Socially Responsible Investing specialists that work jointly with the investment team to strengthen ESG engagement and capture the non-financial risks of the companies selected for the strategy.
Multi-thematic focus
We’ve been employing thematic investing in this strategy since its inception. We have identified eight global themes, and multiple sub-themes underneath them, which share common attributes – innovation and structural growth drivers as a result long-term sustainable demand from consumers or industries. When we consider a company, it’s always in the context of how it fits within one of our themes, which provide companies with additional growth drivers.
Our approach to achieving sustainable dividend investing
We select companies with a combination of stable high free cash flow yields and strong balance sheets. This means they can deliver a solid yield today, with the underlying growth and stability in cash flows to grow future dividends. We also believe that companies positioned to benefit from global themes enjoy additional growth factors, providing more stability in longer term dividend generation across all market environments.
Our core belief is that companies paying dividends are highly disciplined in managing their cash flow, apply rigorous standards to capital expenditure decisions and are careful stewards of their cash.
The team behind the strategy
- At Mirabaud Asset Management, Anu and Paul have been managing global equity portfolios along thematic lines for over six years.
- They have been investing thematically for over seventeen years.
- Anu Narula, Head of Global Equities, is A-rated by Citywire.
- Anu Narula has a uniquely long term track record in managing global equities, outperforming the average manager since 2011 (source: Citywire)
Anu Narula
Head Of Global Equities at Mirabaud Asset Manager and lead portfolio manager of the Mirabaud - Sustainable Global Focus* and Mirabaud - Sustainable Global High Dividend* strategies
Paul Middleton
Co-manager of the Mirabaud - Sustainable Global Focus* and Mirabaud - Sustainable Global High Dividend* stategies
Learn more about our themes
Global Themes 2020
We summarise our multiple themes for 2020. We believe they provide powerful levers for companies that are positioned to take advantage of the demand that these themes create.
Millennial Consumer
The Millennial Consumer is a powerful global cohort that has a large influence on spending patterns. Areas such as gaming and beauty are driving strong demand, providing companies in this area with strong tailwinds for growth.
Automation
Automation continues to bring substantial benefits to businesses and economies worldwide. Process automation and transformation is the primary focus for many companies on their digital agendas
Why Themes Matter
In today’s fast moving and challenging environment, themes provide companies with important and sustainable drivers for dividend growth
Explosion of data
This theme continues to be driven by the move towards the digital economy and more recently, the ‘Stay at home economy’, providing important tailwinds for companies.
Platform Companies
Companies benefit from sustainable growth by challenging traditional business models through changing how customers consume products and services online.
Contacts
United Kingdom
Benjamin Carter
Head of UK Wholesale
MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3897 4411/M +44 7506 715897
United Kingdom
Ozan Kazim
UK Wholesale Sales
MIRABAUD ASSET MANAGEMENT LIMITED
5th Floor
10 Bressenden Place
SW1E 5DH London
T +44 20 3897 4489