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
$ 6,73 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.
$ 2,32 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.
$ 2,92 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
Unlocking Hidden Value in Carbon-Intensive Companies
In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.
The Energy Transition
Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
