
Public Equities
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

$ 6,57 billion
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.
$ 2,26 billion
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.


$ 3,12 billion
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

Small Caps: Why Active Management Matters
The size and diversity of the small-cap universe, combined with a lack of sell-side research, presents a compelling opportunity for active managers with strong, bottom-up stock selection capabilities.

ESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.

Semiconductors: The Darkness Before the Dawn
Given the headwinds of a cyclical downturn in demand, high inventories, and rising tensions between China and the U.S., the semiconductor sector is being challenged. But there are a growing number of reasons to be optimistic about the share prices over the medium term.