EN United Kingdom
  • AUM $73 million
    (30 September 2020)
  • Inception Date 1986
  • Vehicles Available
    • UCITS
    • Separate Account
 

Our Value Add

  • Our Depth of Resources: We have a diversified global team of 50+ investment professionals, producing proprietary and differentiated company research, which drives our stock selection.
  • Our Focus on a Five-Year Research Horizon: Our research horizon is five years. We believe the market inefficiency is more pronounced over this time horizon, allowing us to readily identify companies with unrecognized growth potential. 
  • Barings Cost of Equity: We capture and quantify both systematic and idiosyncratic risk via Barings’ proprietary Cost of Equity (COE). We incorporate these economic- and stock-specific potential risks into our valuation of equities and setting of price targets. 
  • Unique and Quantifiable Integration of ESG: We strongly believe that ESG analysis helps to identify risks that are not typically captured through traditional financial analysis. As a result, we have fully embedded ESG into our investment process, and by doing so, ESG has an influence on both our qualitative assessment and final Barings Cost of Equity of a company.
  • Our Proprietary Portfolio Construction Tools: We believe the key to delivering high risk-adjusted returns is through company stock selection and robust risk management. We achieve this through the use of our proprietary, in-house portfolio construction tools. 

Our Value Add

  • A focused portfolio of leading global companies with a sustainable competitive advantage and long-term growth prospects
  • A long-term investment approach emphasizing returns and growth with a focus on absolute performance rather than benchmarks
  • Targeting compelling capital growth in a low-growth world
  • Investment process tailored for asset class by experienced team
  • ESG and macro considerations incorporated into fundamental company analysis

Portfolio Managers

 Paul Morgan, CFA

Paul Morgan, CFA

 David Bertocchi, CFA

David Bertocchi, CFA

 Wendy Herringer, CFA

Wendy Herringer, CFA

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