Equities

Our approach

Our active equity approach is simple: find high-quality companies at the right price – then hold them for the long term to realise their full potential.

  • Bottom-up investment style, emphasising company fundamentals
  • Team approach, with asset managers based in the regions where we invest
  • We aim to add value by identifying good quality stocks that are attractively priced and avoid businesses that we do not understand
  • First-hand company research
  • No investment made without having interviewed the company's management first
  • Low portfolio turnover, buying stocks and holding them for the long term

Capabilities in focus

Emerging markets Equities

The equity markets of the developing world offer strong growth prospects, as well as a range of enterprising and innovative companies. Investors can benefit from the specialist local knowledge and thorough research of our experienced team. We aim to harness the growth potential of developing markets through our established investment process, which relies on fundamental, bottom-up stock-picking.

Smaller Companies

Shares in smaller companies often offer exposure to parts of the economy that are not typically represented in large-cap indices. Additionally, the businesses of these smaller companies may be in earlier stages of their development, thus offering the potential for rapid growth.

Smaller companies tend to attract less analyst coverage than their larger peers. This means that there may be greater and more frequent discrepancies between their fundamentals and their market valuations – creating a good environment for bottom-up stock-pickers.

RISK WARNING

Before investing, investors should consider carefully the investment objective, risks, charges, and expenses of a fund. This and other important information is contained in the prospectus and KIID document. The information is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, to deal in the shares of any securities or financial instruments.