EN United States Institutional
  • AUM $32.5 million
    (March 31, 2020)
  • Inception Date 2002
  • Vehicles Available
    • Non-UCITS
    • Separate Account

Investment Philosophy

Our equity income investment approach is focused on fundamental, bottom-up research to identify attractively valued, quality companies with strong dividend growth potential. We invest in the best of these opportunities to build a high conviction portfolio representing high active share.

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 target higher yielding stocks to potentially deliver the portfolio’s aim of achieving an attractive level of income

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

Equity Income expertise

  • Our dedicated Equity Income team is supported by Barings’ full equity investment platform and aims to identify companies with the strongest potential for dividend growth

Portfolio Managers

 Paul Morgan, CFA

Paul Morgan, CFA

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