3 reasons to consider this fund
Our Global Growth Equity fund seeks to identify “best ideas” by assessing companies in a global sector context, using a bottom-up approach to create a focused, high-conviction portfolio.
1
A truly global portfolio
We invest in around 30 different countries, which is about twice the number of a typical global equity portfolio. Around half are in emerging markets which offer access to favourable growth dynamics, such as demographics and consumption. These are not available in developed markets and we believe this is crucial to producing a broader and potentially more rewarding portfolio.
2
Durable growth, durable returns
Superior and sustainable growth is scarce in today’s world and often overstated by the market. We concentrate on what we do well – finding businesses in which we have insights about cash flow and durable earnings growth that can endure both prosperous and challenging markets – which can help the consistency of portfolio returns over time, in both up and down markets.
3
Diversified sources of alpha
We embrace a very broad definition of growth in the pursuit of identifying companies with attractive future prospects, which may include cyclicals or recovery segments. This combined with the strength of our research platform means we have generated diversified and high conviction stock-picking alpha across global sectors and within geographic regions for our clients.