Global and International Equities
Specialist Equities
Our capabilities extend to an array of high conviction regional and country funds in developed markets including Germany, Europe and Japan, in addition to specialist global resources funds.
AUM
$ 185.41 million as of December 31, 2022
Inception Date
2009
Vehicle Types
UCITS
Separate Account
Separate Account
Investment Philosophy
Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value
- Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
- We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
- We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis
Our Value Add
- Our diversified global team of 50+ investment professionals produces proprietary company research that drives our stock selection
- We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
- Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
- ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
- Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns
AUM
$ 337.97 million as of December 31, 2022
Inception Date
1994
Vehicle Types
UCITS
Separate Account
Separate Account
Investment Philosophy
Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value
- Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
- We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
- We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis
Our Value Add
- Our diversified global team of 50+ investment professionals produces proprietary company research that drives our stock selection
- We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
- Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
- ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
- Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns
Portfolio Managers
Clive Burstow
Head of Global Resources
James Govan, CFA
Investment Manager, Global Resources
Portfolio Managers
Clive Burstow
Head of Global Resources
James Govan, CFA
Investment Manager, Global Resources
