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
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ESG in Pharma: Has the ‘S’ Reached a Turning Point?
Increased regulation and heightened competition are transforming the pharma industry’s behavior when it comes to the pricing and availability of medicine.
Powering the Transition to Renewable Energy
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