Quantitative Equity

Global Equity Developed ESG

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 processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.