Stock picking excellence combined with systematic quantitative analysis and fundamental research to seek the most attractive investment opportunities across all four corners of the globe
How we work
Our deeply experienced and highly skilled investment teams in the UK and US offer investors proven philosophies and robust processes to achieve their investment objectives. As practical investors committed to investment excellence, we continuously innovate and improve the way we work, to ensure we are always offering our clients investment strategies and solutions that are suited to their needs.
UK focused equity investments using our long-established PVT philosophy, which interrogates investment opportunities based on the key criteria of potential, valuation and timing.
We offer a range of multi-factor small cap and multi-cap strategies which combine quantitative analysis with fundamental bottom-up stock picking skills.
Our European focused strategy seeks stocks with attractive investment characteristics which are are likely to benefit from the major changes currently taking place in Europe.
With ESG at its core, the strategy also only invests in companies that will make a positive contribution to society.
Global equity investments which utilise our philosophy based on potential, valuation and timing (PVT).
Multi factor, multi cap recovery and high alpha strategies which aim to unearth opportunities from around the globe that we believe will result in the most attractive returns for investors.
Opportunities from a range of emerging markets, investing in companies at different stages of the corporate life cycle, that have been identified as providing potential for attractive returns.
Integrating ESG risks: Looking beyond the headline number
Integrating ESG risks: Looking beyond ...
COVID-19 pushed Environmental, Social and Governance (ESG) risks to the backburner for many trustee boards.…5 min read
ESG Momentum: a way to add value to your portfolio?
ESG Momentum: a way to ...
It is fair to say that Environmental, Social and Governance (“ESG”) has been the investment…5 min read
Picking the wrong master trust could cost members £300 a week
Picking the wrong master trust ...
We previously wrote about the importance of setting objectives for Defined Contribution (DC) schemes -…4 min read
Connect with our team for more information on any of our services or investments.