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Global Income

  • AUM $25 million
    (September 30, 2021)
  • Inception Date 2016
  • Vehicles Available
    • UCITS
    • Separate Account
 

Investment Philosophy

  • We believe that Equity markets are both inefficient and risky
  • Sustainable returns and dividend growth can be achieved through fundamental bottom up stock selection and disciplined portfolio construction focused on minimizing drawdown
  • We believe that inefficiencies are greatest at the stock level and that over the long-term stock selection by active fund managers can add value in all equity asset classes.
  • Attractive risk-adjusted returns can be achieved through a disciplined, bottom-up, stock selection process and a differentiated, risk-aware, portfolio construction process.
  • Our global income strategy seeks to provide an investment proposition that delivers above market returns and income growth while maintaining a lower drawdown profile.
  • Only growing companies with predictable, resilient, repeatable business models and formidable, long-lasting competitive advantages are selected for the portfolio.
  • We value companies using a disciplined, cash-flow driven approach.

Our Value Add

  • Our Depth of Resources: We have a diversified global team of nearly 50 investment professionals, producing proprietary and differentiated company research, which drives our stock selection.
  • Our Focus on a Five-Year Research Horizon: We take a very long-term approach to income investing, allowing us to identify resilient companies with sustainable competitive advantages and benefit from the powerful impact of compounding dividend growth.
  • Our Equity Analysis Framework, Adapted From Credit Analysis: We evaluate our companies’ cash flows and balance sheets under multiple scenarios, in order to better assess the underlying risks (and potential total returns) they present.
  • Unique 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.
  • 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.

Portfolio Managers

Paul Morgan, CFA

Paul Morgan, CFA

David Bertocchi, CFA

David Bertocchi, CFA

Wendy Herringer, CFA

Wendy Herringer, CFA

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The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

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