Our experienced team apply a rigorous stock-driven investment approach. We have a particular focus on shifting company fundamentals that we believe are mis-priced by market consensus. The team works at the centre of the network of over 45 equity investment professionals, incorporates a non-binding assessment of environmental, social & governance (ESG) factors, and draws on the expertise of credit and macro investment teams across the firm. We do, however, also offer a sustainable investment solution where portfolio decisions are dictated by certain sustainability criteria which is classified as Article 8 under the European SFDR regulations. Our portfolios are driven by the teams’ highest conviction stock ideas supported by high levels of corporate engagement and rigorous risk oversight.
Our range of global equity strategies aims to deliver capital growth and income outcomes for our clients.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
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.
The funds invest in emerging markets; these markets may be volatile and carry higher risk than developed markets.
Strategies in focus
Global Equity Endurance Fund
A high conviction, low-turnover portfolio focused on achieving resilient returns over the long term.
Explore our equities range
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
Global emerging market equities
A range of strategies that offer investors specialist exposure to a rapidly growing asset class, with portfolios targeting income and smaller companies.
Covering both continental and pan-European regions, our range of equity funds focus on identifying companies with improving fundamentals.
Natural Capital Transition Global Equity Fund
An equity strategy seeking positive environmental outcomes while delivering long-term capital growth.
Social Transition Global Equity Fund
An equity strategy seeking positive social outcomes while delivering long term capital growth.
Follow the leader: Why companies should take the drama out of CEO succession planning
19 Jan 2023
Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.
Charging up: Batteries and the fight against climate change
5 Jan 2023
Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.
Avoiding tunnel vision: UK equity income 2023 outlook
20 Dec 2022
Chris Murphy and James Balfour, co-fund managers of our UK equity income strategy, reflect on the big shifts in 2022 and what they could mean for the asset class in 2023.
Global equity income Q&A: Richard Saldanha on dividends and downturns
28 Oct 2022
In a challenging economic environment, where can income investors find companies that can grow and sustain dividends? Richard Saldanha answers the big questions.
The ‘Hotel California’ effect: Why equity investors should keep an eye on switching costs
13 Oct 2022
Companies whose customers face barriers to exit often deliver more resilient performance over the long term, says Francois de Bruin.
UK equities: Truss, takeovers and turbulence
11 Oct 2022
Charlotte Meyrick and Trevor Green discuss the key narratives driving UK equities and where they see opportunities amidst a challenging backdrop.
Zero-COVID: China’s costly policy error
10 Aug 2022
Beijing’s ideological battle to stamp out COVID-19 appears increasingly misguided as the rest of the world learns to live with the virus. But the impact of China’s approach will be felt far beyond its borders.
Global equity income Q&A: Richard Saldanha on the outlook for dividends and growth
3 Aug 2022
The lead manager of our Global Equity Income strategy discusses risks and opportunities for income-seeking investors in a turbulent time for markets.
The AIQ Podcast: Taking stock of nature risk
15 Jul 2022
The idea that human actions are bringing natural systems close to breakdown, threatening livelihoods and financial stability, is making asset managers think harder about nature risk and the environmental dependencies in investee companies.
UK Equity Income: Five questions with Chris Murphy
15 Jul 2022
The manager of our UK Equity Income strategy explains why investors need to change their mindsets about what to pay for growth and cautions against buying yield for its own sake.
Supply chains, painkillers and gene editing: ESG risks in pharma
29 Jun 2022
Reflecting on ESG risks in the pharmaceutical industry, Sora Utzinger discusses supply chains and counterfeit medicines, access to painkillers, and the ethics of gene editing.
UK Equities: Five questions with Charlotte Meyrick and Trevor Green
14 Jun 2022
Charlotte Meyrick and Trevor Green explain why 2022 has all been about getting your sector calls right in UK equities.
What does the data say? Where have the safe havens gone?
27 May 2022
In this month’s instalment of our visual series on topical themes, we look at how various asset classes are holding up in a turbulent year for financial markets.
Life force: Why nature matters
12 May 2022
Growing awareness that natural systems are stressed or even close to breakdown is prompting asset managers to look closely at nature-based risks and investee companies to understand their environmental impacts and dependencies.
The outlook for UK equities
21 Apr 2022
The UK equity market has been unloved by investors for much of the past decade. However, several positive factors suggest UK equities could return to favour.
Back to nature: Why we must act now on the biodiversity crisis
31 Mar 2022
In an age of mass extinctions, policymakers, businesses and financial institutions are beginning to acknowledge the risks associated with biodiversity loss, along with the opportunities that arise from nature-positive solutions.