We live in an era of unprecedented change – a world of disruption and low growth. Change that is upending established business models and shaping the direction of global financial markets.
Whether it’s the rise of ecommerce, artificial intelligence, demographics or connectivity, the impact of change can be seen across all sectors and industries.
COVID‑19 has accelerated many of the trends that were already in play. Some companies have seen their economic futures pulled forward, while others may never make it back.
Position your portfolio for change
We believe there are three key elements to investing successfully in today’s environment.
Given the scale and pace of change, the ability to understand its impact is vital for successful long-term investing. This requires a deep understanding of industries and individual business models to recognise those companies that can thrive in this environment, before the market does.
Identify companies on the right side of change
a large addressable
share and / or high
barriers to entry
and sustainable growth
with proven expertise
The environment for global equity investors is inherently more stock-specific than it has been for some time and selectivity will remain crucial in a world that remains defined by change and extreme outcomes.
Scott Berg, Portfolio Manager
We believe in active management
Backed by the deep experience of our investment teams and the prudent risk management frameworks we apply, we take a ‘clients-first’ approach to investing, and it’s aimed at delivering long-term success for our clients’ portfolios.
Watch our film: How we think and act for the long term