Investing in a world of change
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
market
share and / or high
barriers to entry
and sustainable growth
dynamics
A visionary
management team
with proven expertise
While we have a healthy respect for the past and its teachings, history must be viewed in tandem with a vision of the future. Having the imagination to grasp the significance of change – and what it means for companies and industries – is essential given the substantial gains in market share the winners can make.
Envision the future
For companies today, outcomes can be extreme, with change often concentrating rewards in a “winner-takes-all” environment. Investing on the right side of change, therefore, has never been more important. For global equity investors, this environment implies the need to be active to uncover and exploit the best opportunities across markets. This means being selective, making insight-driven decisions and, ultimately, it relies on taking a differentiated view from consensus.
High conviction decisions
Be active, be nimble
Be selective
Be different
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
Identifying the winners of tomorrow
Discover how our investment teams unearth
first-hand insights
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
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