Strategy

We seek to increase the value of your investment over time through capital growth by:

  • Using fundamental research alongside quantitative optimization tools to build a diversified portfolio of equity securities that seeks to offer attractive and consistent returns whilst managing active risk.

  • The Portfolio typically invests at least 80% of its assets in equity securities of companies anywhere in the world, including Emerging Markets, with no investment bias towards any investment style, economic sector, or capitalisation.

Portfolio Management Team






Fund Literature