Active, fundamental investors

Our long-term, fundamentally driven investment process seeks to build portfolios that have high active shares, with consideration of environmental, social and governance (ESG) risk factors to enhance the long-term value of our investments.


We invest with a long-term, bottom-up approach and focus on the best stock opportunities globally.

Actions that unlock value

We seek to enhance long-term value creation by embedding ESG considerations and engaging with organisations to inform investment decisions and drive positive change.

Connected thinking

Our process demands and rewards a culture of collaboration across our global platform.

Potential benefits

High-conviction portfolios

Portfolio construction is designed to deliver enhanced returns through stock selection.

Building in responsibility

Aiming to future proof portfolios against long-term sustainability risks while contributing to a more sustainable future.

Superior returns

We break down asset class silos to gain deeper insight, leading to better informed investment decisions.

The investment manager always applies the Firm’s Baseline Exclusions Policy and any specific constraints within a prospectus or IMA, but any other ESG factors or risk considerations are adopted at the manager’s discretion.

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.

Explore all funds

Access key fund documentation and performance reports.

A globally integrated senior team with extensive experience

Need more information?

For further information, please contact our investment sales team.

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