Our investment strategies employ the same investment philosophy, based on bottom up stock selection, patience in the face of short-term market noise and focused active portfolios which are different from the crowd or a specific index.
Emerging Markets Equity
A high conviction global emerging markets value equity strategy which combines fundamental bottom-up research with valuation discipline.
Emerging Markets Ex China Equity
A high conviction global emerging markets ex China value equity strategy which combines fundamental bottom-up research with valuation discipline.
Global Equities
A focussed global equity strategy with a classic, contrarian value approach to building long-term value.
Global Equity Income
A contrarian global equity income strategy that stands out from the crowd.
Global Smaller Companies
Capture the small cap premium through a classic value based approach.
International All Cap Select Equities
A focussed international all cap select strategy with a classic, contrarian approach to building long term value.