EN United States Institutional
  • AUM $395.9 million
    (December 31, 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

 Clive Burstow

Clive Burstow

 James Govan, CFA

James Govan, CFA

 Piers Aldred, CFA

Piers Aldred, CFA

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