Investment Objective*

Seek long-term capital appreciation by outperforming the MSCI ACWI IMI Index over a full market cycle, while maintaining a diversified portfolio of equities across developed and emerging markets with a greater emphasis on companies exhibiting attractive Growth characteristics.

Investment Approach

A disciplined, systematic investment process that combines fundamental and behavioural insights to identify attractively valued companies with high-quality fundamentals and improving growth prospects. Our innovative stock-selection model evaluates each company in context, placing greater emphasis on the factors most relevant to its stage of development, while the portfolio maintains an intentional tilt towards Growth insights. Risk-aware portfolio construction seeks to translate these insights efficiently into a diversified portfolio while maintaining controlled active risk.

Key Features

• A diversified portfolio of large, mid and small cap equities across developed and emerging markets.
• An active, benchmark-aware approach designed to serve as a global and emerging markets equity allocation with a greater emphasis on Growth.
• Systematic stock selection incorporating Growth, Linkages, Quality and Value insights.
• Contextual modelling that dynamically adjusts the emphasis on Growth and Value at the company level.
• Pragmatic portfolio construction designed to maximise exposure to intended alpha sources while limiting uncompensated risks.
• An experienced investment team supported by three decades of live quantitative equity track records and an ongoing commitment to rigorous research.