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Overview

We are active stock-pickers with a passion for 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. We are benchmark aware but not benchmark constrained. Integrated risk management helps our portfolio managers make performance-generating investment decisions while protecting client assets on the downside.

 

Global

Focusing on sustainable growth driven by global themes. 

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Delivering sustainable and growing dividends by integrating multi-thematic and ESG approaches.

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Regional

A discovery-led  approach for investors looking to diversify away from portfolios with a large-cap bias to improve longer-term risk-adjusted returns.

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Capturing value, finding hidden gems, and laying the foundations for resilient long-term growth.

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A thematic approach focusing on long-term holdings in non-cylical companies. 

 

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A multi-thematic, concentrated best ideas approach, offering investors access to the ‘emerging champions’ of some of the fastest growing economies in the world.

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Equities

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Equity Insights

Author
Thomas JÄGER
Author
Charles WALSH
Author
Charles WALSH
Author
Daniele SCILINGO
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