A high-conviction approach designed to help increase the value of your assets
Our equity investment specialists offer deep rooted expertise
Equities, also known as stocks or shares, represent units of ownership of a company. The owner – known as a sh
Equities, also known as stocks or shares, represent units of ownership of a company. The owner – known as a shareholder – may receive dividend payments from the issuing company as well as the prospect of the share increasing in value.
Our equity portfolios invest in attractively valued stocks with a quality bias. After performing an initial screen of the universe to assess each stock’s liquidity, profitability, valuation and leverage, we perform in-depth analysis on stocks of interest, looking for firms with attractive or increasing revenues, cashflows and returns on equity and also have catalysts to unlock further value. We invest in our highest-conviction ideas taking into account each prospective holding’s contribution to overall portfolio risk.
Portfolios grounded in rigorous fundamental research
We are disciplined in the way we identify investment opportunities and construct client portfolios. We conduct in-depth fundamental research on countries and sectors and use our experience and network to help us identify high-quality companies whose securities are trading at attractive valuations.
Using our proprietary risk management framework, we construct well-diversified portfolios consisting of liquid securities and that are well placed to help our clients meet their various risk adjusted goals.
ESG principles are close to the heart of everyone in our company. We make sure we invest sustainably and ensure we avoid any investments that could be harmful to the environment or society. Wherever possible, we seek to invest in companies making a positive impact towards one or more of the United Nations Sustainable Development Goals
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