EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

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€185.7bn
Equities Assets Under Management

vd-icon_People_3_Group v3

159
Equities Investment
Professionals

vd-icon_Bulleye_Target v3

20
Average Years’ Financial
Industry Experience

As at 31 December 2023

€185.7bn
Equities Assets Under Management

159
Equities Investment
Professionals

20
Average Years’ Financial
Industry Experience

As at 31 December 2023

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

Global Sustainable Equity

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

All-Cap Emerging Market Equity

A style-agnostic strategy that blends top-down macro analysis with bottom-up stock selection aims to identify attractive opportunities in a volatile asset class.


Pan-European Equity

A large cap core Pan European equities strategy.



Insights

JH Explorer in Charleston: Power cabling the energy transition

Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.

European espresso: thematic investing continues to dominate

Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?

Policy matters: The importance of sound macroeconomic management in EM investments

Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.

Institutional Insights
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