Public Equities
Proprietary Cost of Equity Calculation
Seek Strong Risk-Adjusted Returns via Stock Selection
Integrated, Dynamic Approach to ESG
Our Approach
Our global team builds growth at reasonable price portfolios, driven by company selection and bottom-up research over a long-term investment horizon. ESG integration is core to our process as we aim to deliver superior, risk-adjusted returns for our clients.
Public Equities Strategies
Emerging Markets Equity
Led by our experienced team, and drawing on our extensive research platform, we seek to build high conviction portfolios and deliver long-term capital growth.
Small Cap Equities
Our team aims to deliver long-term capital growth by investing in small cap companies, targeting strong risk-adjusted returns through a disciplined approach to stock selection.
Global and International Equities
Our global and international strategies seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.
Related Viewpoints
From Diets to Tech: The Opportunity in Sustainable Agriculture
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
ESG in Equities: Engaging for Progress in Corporate Governance
When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.
Sustainable Agriculture: Doing More With Less
There are a number of challenges facing the global agriculture industry—from near-term supply disruptions, to growing demand from an increasing global population. But they also create opportunities in companies focused on increasing the productivity and sustainability of farming.