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.


Investment ApproachWe Define Our Own Investible Universe.

  • Focus on more predictable long-term secular trends
  • Identify companies with high-quality characteristics
  • Aim to avoid environmental, social and governance risks

We Apply a Strict Valuation Discipline.

We Define Risk As Permanent Loss of Capital.

Featured Insight

Equity Perspectives

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