Active, fundamental investors

Our integrated and disciplined investment process provides the framework and confidence for portfolios to have high active shares. We use our access to company management to gain an information advantage, driving non-consensus views. In contrast to ETF and passive investors,  we direct our resource towards fundamental analysis and being on the right side of change.

Unless specifically stated, ESG is an integrated, but non-binding, input into our investment process. We actively assess individual company ESG performance and risk factors. In conjunction with our Global Responsible Investment (GRI) team we continually engage with companies to promote positive change and monitor the long-term value of our investments. We do, however, also offer sustainable investment solutions where portfolio decisions are dictated by certain sustainability criteria.


Our investment advantage.

Style agnostic

We focus on the best stock opportunities irrespective of style implications. This allows for a wide opportunity set and dynamic style drift. It reduces systematic exposure to factor biases and gives us the flexibility to take advantage of value-distorting macro drivers.

Future focus

Our analysis is focused on the future as this offers the best prospects for non-consensus insights. Market inefficiencies are greatest when analysing the future, particularly when companies face a changing environment.

Connected thinking

A common investment language embedded across all regions and sectors facilitates the delivery of sharp and effective connected thinking. Enhanced by direct company contact and integrated information flows from GRI, macro, multi-asset, credit teams, our process ensures all relevant investment information is surfaced when making each stock selection decision.

Key risks

For further information on our strategies, please refer to our factsheets and supporting literature.

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

A globally integrated team with extensive experience

Investment professionals named may be employees of Aviva Investors Canada Inc. or one of its global affiliates including Aviva Investors America LLC (USA) or Aviva Investors Global Services Limited (UK).

Need more information?

For further information, please contact our investment sales team.

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