You are attested as an Institutional Investor, but this page is intended for a Borrower.
You are attested as a Financial Advisor / Intermediary, but this page is intended for a Borrower.
You are attested as a Borrower, but this page is intended for a Borrower.
You are attested as an Individual Investor, but this page is intended for an a Borrower
Investment Objective*
Seek long-term capital appreciation by outperforming the Russell 1000® Value Index over a full market cycle, while maintaining a diversified portfolio of US large-cap value equities.
Investment Approach
A disciplined, systematic investment process that combines fundamental and behavioural insights to identify low valued companies with attractive business prospects. Our innovative stock-selection model evaluates each company in context, placing greater emphasis on the valuation factors most relevant to current market conditions. 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 US large-cap value equities.
- An active, benchmark-aware approach designed to serve as a consistent core US value equity allocation.
- Systematic stock selection incorporating Value and Business Prospects (Growth and Quality) insights.
- Contextual modelling that dynamically adjusts the emphasis on Value factors 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.
* 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.
