EN United Kingdom Professional Investor
  • AUM $694 million
    (30 June 2019)
  • Inception Date 1992
  • Vehicles Available
    • UCITS
    • Separate Account

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

Our Value Add

  • Highly experienced portfolio management team supported by 32 dedicated EM investment professionals
  • Strategy aims to offer superior growth at a cheaper valuation compared to developed markets
  • Capitalizing on trend toward shareholder-friendly practices by emerging markets companies - e.g. higher dividends, share buybacks - should enhance future returns
  • Active investors in an overlooked asset class at a time when earnings cycle is turning upwards

Portfolio Managers

 William Palmer

William Palmer

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