Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in April 2026).
About this strategy
We believe that an equity long/short portfolio focused on fundamentals can exploit market inefficiencies to generate absolute returns in all market environments. Through bottom-up stock picking and active management of gross and net exposure we seek to preserve investors’ capital against equity market drawdowns and generate positive absolute returns across all market conditions.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.
Glossary
Glossary
Investment approach
Core & tactical approach
Combines core long-term conviction ideas with the agility to respond quickly to market dislocations through tactical short-term positioning.
Long/short specialists
Established strategy managed by equity long/short specialists using a time-tested and repeatable approach, accessing wider firm resources and support.
Capital preservation focus
Attractive risk-adjusted return profile with a low sensitivity to equity markets and proven drawdown preservation in risk-off environments.
Combines core long-term conviction ideas with the agility to respond quickly to market dislocations through tactical short-term positioning.
Long/short specialists
Established strategy managed by equity long/short specialists using a time-tested and repeatable approach, accessing wider firm resources and support.
Capital preservation focus
Attractive risk-adjusted return profile with a low sensitivity to equity markets and proven drawdown preservation in risk-off environments.
This website is a Marketing Communication and does not qualify as an investment recommendation.
