Equity Capabilities

Robust. Fundamental. Dynamic.

Our active approach to equity investing is built on our belief that fundamental research has the potential to deliver alpha.

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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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Equity assets under management

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166
Equity investment
professionals

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19
Average years’
experience

As at 30 September 2022

US$161.8bn
Equity assets under management

166
Equity investment
professionals

19
Average years’
experience

As at 30 September 2022

Alex Crooke Capabilities quote headshot
Alex Crooke
Co-Head of Equities

George Maris Capabilities quote headshot
George Maris
Co-Head of Equities

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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.

Alex Crooke Capabilities quote headshot
Alex Crooke
Co-Head of Equities

George Maris Capabilities quote headshot
George Maris
Co-Head of Equities

Quote_Double_Icon

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

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Insights

Listed real estate: current re-pricing drives a more sanguine outlook for 2023

The Global Property Equities Team discuss the opportunities in listed real estate now and the key considerations for investors in the year ahead.

EM equities set to strike a balance between growth and valuation

Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.

Equity perspectives

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

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Advisor insights
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