EN Belgium Institutional
  • AUM $40 million
    (30 June 2020)
  • Inception Date 2016
  • Vehicles Available
    • UCITS
    • Separate Account
 

Investment Philosophy

  • Our investment philosophy reflects our understanding that equity markets are both inefficient and risky.
  • We believe that inefficiencies are greatest at the stock level and that over the long-term stock selection by active fund managers can add value in all equity asset classes.
  • Attractive risk-adjusted returns can be achieved through a disciplined, bottom-up, stock selection process and a differentiated, risk-aware, portfolio construction process.
  • Our global income strategy seeks to provide an investment proposition that delivers above market returns and income growth while maintaining a lower drawdown profile.
  • Only growing companies with predictable, resilient, repeatable business models and formidable, long-lasting competitive advantages are selected for the portfolio.
  • We value companies using a disciplined, cash-flow driven approach.

Our Value Add

  • Our Depth of Resources: We have a diversified global team of 50+ investment professionals, producing proprietary and differentiated company research, which drives our stock selection.
  • Our Focus on a Five-Year Research Horizon: We take a very long-term approach to income investing, allowing us to identify resilient companies with sustainable competitive advantages and benefit from the powerful impact of compounding dividend growth.
  • Our Equity Analysis Framework, Adapted From Credit Analysis: We evaluate our companies’ cash flows and balance sheets under multiple scenarios, in order to better assess the underlying risks (and potential total returns) they present.
  • Unique Integration of ESG: We strongly believe that ESG analysis helps to identify risks that are not typically captured through traditional financial analysis. As a result, we have fully embedded ESG into our investment process.
  • Our Proprietary Portfolio Construction Tools: We believe the key to delivering high risk-adjusted returns is through company stock selection and robust risk management. We achieve this through the use of our proprietary, in-house, portfolio construction tools.

Portfolio Managers

 Paul Morgan, CFA

Paul Morgan, CFA

 David Bertocchi, CFA

David Bertocchi, CFA

 Wendy Herringer, CFA

Wendy Herringer, CFA

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