At the core of our approach is the conviction that alpha can be extracted through a disciplined, repeatable and fundamental investment process.
Leveraging on our strong internal capabilities, we manage and offer a range of unique and innovative solutions.
Our equity team combines:
AuM¹
Portfolio Managers¹
Analysts¹
Why partner with us for active equity strategies:
Through seven locations, our 76-strong investment team¹ is characterised by a strong average industry experience and a wide diversity of backgrounds.
Our disciplined and repeatable investment process for alpha generation focuses on fundamental bottom-up research, supported by one of the largest industry buy-side research teams.
With dedicated portfolio construction analysts embedded in the team, we create a platform for attractive risk adjusted returns for clients.
We offer a comprehensive range of high-conviction active equity strategies, covering all main geographical areas, sectors and capitalisation levels.
We implement a diligent and innovative approach to ESG integration. It is fully part of our fundamental analysis, uncovering risks as well as opportunities for each investment case.
We have a long track record in equity protection and overlay strategies for investors seeking downside protection and reduction in volatility for their equity allocations.
Core equities
Our core expertise includes alpha products, high conviction strategies aiming to outperform benchmarks. Using bottom-up, fundamental stock selection, these strategies have proven track records of delivering strong risk-adjusted returns over the medium term.
Emerging markets equities
We apply an integrated and research led approach to investing in EM. We aim to create alpha and avoid permanent capital impairment by embedding risk management and portfolio construction capabilities with bespoke tools designed around the investment process.
1. Source: Amundi, as 30/09/2023.
