Overview
Our investment approach
Building on active, bottom-up research, we create the competitive advantage that can deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight. This is how we find growth opportunities or income streams that have not been priced in by the market – allowing us to consistently add value for our clients:
- We have one of the largest global research capabilities, with over 400 investment professionals and research staff around the world.
- We are committed to proprietary insights: our portfolio managers have access to in-house research, unavailable to others, on 90% of our fund holdings.
- Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
- Over the course of a year, our portfolio managers and analysts attend more than 17,000 company meetings – or one every 10 minutes on average.
- Our analysts work together across asset classes, e.g. combining insights from equity and credit research, to form a 360° view on the health and prospects of companies.
- Our industry-leading technology platform gives our investment professionals mobile access to aggregated modelling and forecasting tools, risk management, reporting, and allows them to place trades anytime from anywhere.
