For institutional investors in Norway

Global Equity

Concentrated and benchmark-agnostic strategy seeks to invest in secularly growing, high-quality companies while also avoiding distractions and short-term pressures

Overview

ABOUT THIS STRATEGY

The strategy seeks to invest in secularly growing, high-quality companies that the team believes can provide attractive long-term returns. Using a concentrated, high-conviction and benchmark-agnostic approach, the strategy is managed by the UK-based Global Equities Team who invests with a long-term, absolute-return mindset.

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 is not a guide to future performance.

Targets are not guaranteed.

Glossary

INVESTMENT APPROACH

Pure active management
Seeks to invest in only high-quality companies that exhibit strong secular growth and robust ESG characteristics. Strict valuation discipline applied and constructed without reference to a benchmark.

“Hold forever” mindset
The team looks for companies that, at the right valuation, could be held in the portfolio forever. The strategy seeks to deliver attractive long-term returns.

Environment that avoids distractions and short-term pressure
The team seeks to remove the influence of short-term market noise and focuses on enhancing long-term decision making.

Featured Insight

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

This website is a marketing communication.

PORTFOLIO MANAGEMENT

Gordon Mackay

Portfolio Manager

Industry since 1996. Joined Firm in 2016.