China A Shares
The onshore equity market of the world’s second largest economy is deep and liquid. It is also dominated by sentiment-driven retail investors, making it an ideal hunting ground for active, long-term investors.
Active Equities
We are active equity investors. We believe that deep fundamental research, a disciplined investment process and full analysis of environmental, social and governance (ESG) issues is the most effective way to deliver long-term returns for our clients.
Key Benefits
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Diverse outcomes
The scope of our research means we can offer a wide range of investment outcomes. These include those aiming to significantly outperform a market, portfolios that invest to generate a premium level of income, responsible investing and smaller-companies strategies.
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Responsible investors
We believe that in-depth analysis of ESG risks and opportunities, combined with active engagement with company management, enhances risk-adjusted returns.
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Many insights from deep research
Rigorous and collaborative research, shared across our global research platform, allows us to generate our best investment ideas.
Our ESG approach to equity investing
We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.
We actively engage with the companies in which we invest. We combine information from these meetings with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.
This approach is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance long-term returns.
