Our approach
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 40 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.
Benefits
Our range of global equity funds aims to deliver capital growth and income outcomes for our clients.
Key risks
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.
Strategies in focus
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 Equity Unconstrained Fund
Seeks to generate consistent long-term returns by investing in a concentrated, style-agnostic portfolio of global stocks.

Global Equity Endurance Fund
A strategy that offers a fresh approach to global equity investing.

Need more information?
For further information, please contact our investment sales team.
Explore our equities range
Equities views

What does the data say? Vaccines, illiquidity and managers called Dave
26 Mar 2021
In the first of a new monthly series, we take a visual approach to illustrate topical data themes in economies, markets and beyond. This month we look at the correlation between stock market performance and vaccinations, the illiquidity premium in real assets, and whether there are still more men called Dave running funds than female managers.
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Why it is getting harder to assess value in financial markets
19 Mar 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
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Levelling up: How COVID-19 is accelerating a digital revolution in construction and manufacturing
18 Mar 2021
The coronavirus pandemic has spurred companies to upgrade their digital capabilities, boosting productivity and creating investment opportunities in previously overlooked niches.
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The new struggle for global supremacy could disrupt financial markets
17 Mar 2021
China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.
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Cut it out! The complex quest to decarbonise heating
16 Mar 2021
More countries are contemplating their visions for a lower carbon world. Norway has excluded fossil fuels entirely for heating buildings, while others are taking a more nuanced approach. So, what are the options for those with environment at the heart of their agenda?
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Zero rates: Too much of a good thing?
9 Mar 2021
The inexorable rise in asset prices caused by the seemingly never-ending era of monetary easing is calling into question long-held investment beliefs, as members of our multi-asset & macro and equities teams explain.
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From crisis comes opportunity: What’s normal now?
2 Mar 2021
Big challenges bring us the opportunity to think differently. Our investment teams reveal what they have learnt from COVID-19, and how they are preparing to face whatever ‘normal’ emerges in a post-pandemic world.
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Pixie dust and demon dust: The little things that make a big difference in equity markets
19 Feb 2021
To gain an accurate picture of a company’s long-term prospects, investors must pay close attention to the details, says Giles Parkinson.
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When it comes to emerging markets, small is beautiful
17 Feb 2021
With concentration increasing in major emerging market indices, small cap companies can offer investors welcome diversification, says Will Ballard.
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Weather shifts and white elephants: How climate risk is moving the goalposts for emerging market investors
10 Feb 2021
Droughts and water shortages used to be associated with the world’s poorest countries. Now middle-income economies are suffering the effects of extreme weather too, with significant implications for investors, says Will Ballard.
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The AIQ Podcast: The future of the internet
9 Feb 2021
Commercial and geopolitical forces are threatening to fracture the internet. In this episode of the AIQ podcast, we explore the implications for investors.
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EM equities: Will Chinese regulators tear down the house that Jack built?
5 Feb 2021
In late 2020, Chinese authorities announced an antitrust investigation into e-commerce giant Alibaba and halted the IPO of its financial services affiliate, Ant Group. Alistair Way looks at the implications for investors in Chinese tech.
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The COVID Nudge
28 Jan 2021
In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.
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What a carve up! The future of the internet
22 Jan 2021
Commercial and geopolitical forces are threatening to fracture the internet into competing regimes, making it harder for companies to operate across borders and potentially limiting their growth. We explore the implications for investors.
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The tough arithmetic of #neversell stocks
19 Jan 2021
Over recent years, a group of established companies have traded at relatively high valuations for their robust competitive advantages and consistent growth records. But in a competitive economy, investors should not assume this will continue indefinitely, warns Giles Parkinson.
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Our annual letter to company chairpersons
15 Jan 2021
As part of our engagement efforts, every January we send a letter to the chairs of companies we invest in (and some we don’t, but still want to use our influence with) to set out our stewardship priorities for the year. Here, in full, is our 2021 letter.
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