EN Korea (한국) Institutional
  • AUM $409 million
    (30 June 2019)
  • Inception Date 1994
  • Vehicles Available
    • UCITS
    • Separate account
 

Investment Philosophy

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

  • Focus on a three to five-year view of future earnings growth to identify unrecognized 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 forward-thinking, entrepreneurial companies and take a five-year view on the companies' earnings growth

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 help build conviction in our ideas

Global resources expertise

  • The Global Resources equity team comprises five experienced investment professionals with a broad range of natural resource qualifications and industry experience
  • This gives us the capacity to look beyond traditional resource-related areas in our search for the next generation of resources companies

Portfolio Managers

 Piers Aldred, CFA

Piers Aldred, CFA

 Duncan Goodwin

Duncan Goodwin

 James Govan, CFA

James Govan, CFA

 Clive Burstow

Clive Burstow

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