EN Ireland Professional Investor
  • AUM $2 billion
    (30 September 2019)
  • Inception Date 1996
  • Vehicles Available
    • Commingled Fund
 

Investment Philosophy

Our equity investment teams share the philosophy of quality Growth at a Reasonable Price (GARP). Our approach is to:

  • Focus on a three to five year view of future earnings growth to identify unrecognised growth opportunities
  • Identify quality companies through fundamental bottom-up research that combines quality, growth and upside disciplines

Our Value Add

A Focus on Growth

  • Our quality Growth at a Reasonable Price (GARP) philosophy identifies companies with the strongest  potential for growth
  • We invest in  quality companies from across the market capitalisation spectrum and take a five year view on their earnings growth

Actively Managed, High Conviction

  • Our portfolios are constructed from our highest conviction ideas and have appropriately high active share
  • We invest in companies that score highly for quality, growth and upside; robust debate and rigorous challenge build conviction in our ideas

Emerging Europe Expertise

  • Over half of our equity investment professionals are specialists in emerging and frontier markets, giving us capacity to undertake detailed company analysis in this region
  • As early investors in Emerging Europe we possess unique insight into how these economies evolve and their companies develop
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