Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2025).
About this strategy
We believe investment opportunities can be captured through correctly anticipating change in companies and industries. We aim to determine the cash return on capital as a key determinant of value creation. Opportunities arise from growth and value stocks resulting in a blended portfolio that can exhibit deliberate tilts depending on the market opportunity. We seek to add value at two levels: idiosyncratic stock selection and, more sparingly, sector theme selection.
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
Dynamic approach
Actively seeks to capture opportunities in all market conditions using a repeatable approach focused on fundamental research and thought leadership.
Blend style
Flexible, blended investment style, tilting to growth or value depending on the market environment.
Regional expertise
Experienced team supported by a strong European equities franchise, focused on company engagement, active stock selection and risk management.
Actively seeks to capture opportunities in all market conditions using a repeatable approach focused on fundamental research and thought leadership.
Blend style
Flexible, blended investment style, tilting to growth or value depending on the market environment.
Regional expertise
Experienced team supported by a strong European equities franchise, focused on company engagement, active stock selection and risk management.
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