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 mispriced by market consensus. The team works at the centre of the network of over 40 equity investment professionals, incorporates an assessment of environmental, social & governance (ESG) factors, and draws on the expertise of credit and macro investment teams across the firm. 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 funds aims to deliver capital growth, income and responsible investment outcomes for our clients.

Active management

A global approach allows us, as active stock pickers, the widest possible investment universe to find attractive stock ideas.

Style agnostic

Our strategies are not wedded to one investment style. This means we have greater flexibility to generate consistent alpha for clients in a variety of market conditions.


Exposure to global equity markets offers increased diversification, leading to a more balanced risk/return profile.

Key risks

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.

Equities views