Investment Objective*
Long-term MSCI World Index outperformance. The strategy also promotes environmental characteristics including climate change mitigation relative to the MSCI World Index in the form of a lower Carbon Emission Intensity and the maintenance of a higher overall ESG Score.
Investment Approach
Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.
Key Features
- Global focus
- Live track record since 2018. Leverages over twenty years of experience in managing Global Equity portfolios
- Disciplined approach seeks high-quality, well-priced companies with good growth prospects
- Numerous active positions limit concentration risk
- Environmental and ESG attributes are carefully targeted and promoted within the portfolio. Also avoids companies with negative impacts on society and the environment
- Highly experienced team provides portfolio oversight and makes continual model enhancement
* There can be no guarantee that this objective will be achieved.
Our adaptive investment strategies have helped investors navigate a wide variety of market environments for over 50 years.
