EN Korea (한국) Institutional
  • AUM $1.8 billion
    (31 December 2018)
  • Inception Date 2001
  • Vehicles Available
    • UCITS
    • Separate Account
 

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 companies from across the market capitalisation spectrum, allowing us to identify world leading companies at all development stages

Actively Managed, High Conviction

  • Our portfolios are constructed from our highest conviction ideas and have 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

World Equity Expertise

  • Managed by three experienced co-managers with an average of over 20 years’ investment experience
  • The managers benefit from the collegiate intelligence of our global investment platform of equity investors, allowing them to identify world leading companies with the strongest potential for growth

Portfolio Managers

 Raya Kos

Raya Kos

 David Bertocchi, CFA

David Bertocchi, CFA

 Susan O'Brien

Susan O'Brien

 Jonathan Greenhill

Jonathan Greenhill

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