Equities
We have a dedicated and experienced Equities team which actively manages global and regional equity funds.
Our approach
We are bottom-up, index agnostic investors who firmly believe in the benefits to clients/investors of an actively managed, direct and high conviction investment approach. This provides us with control over how we invest, transparency to investors around what they own, and enables better management of risk. While predominantly global in our approach, these elements are common across all our equity strategies. Typically our portfolios consist of 30-40 stocks and we take a long-term and disciplined approach to selection and portfolio construction. Underpinning this is a clearly defined process with a proven track record through market cycles and rotations.
To achieve superior risk-adjusted returns ahead of the benchmark index and/or an inflation target over 3-5 years.
We seek to identify companies where the market underappreciates the quality of the business. This can either be the long-term sustainability of high returns or the prospect of improving fundamentals. We implement this philosophy by evaluating all investments against four key attributes: Durability, Opportunity, Alignment, Valuation.
The team has a depth of expertise across all major regions, providing a global perspective and valuable insights across complex global supply chains. We also benefit from short lines of communication and a blend of different investment perspectives and skill-sets that fosters healthy debate and discussion across the team.
Jennifer Fisher
Head of Equities
Stefan Rheinwald
Head of Equity Research
George Williams
Fund Manager
Alena Isakova, CFA
Fund Manager – Strategic Equity Fund
Christopher Garsten
Fund Manager – European Capital Growth Fund
Charles Glasse
Fund Manager – European Dividend Growth Fund
Benjamin Hall, CFA
Fund Manager – Asia Pacific Fund
Tineke Frikkee, CFA
Fund Manager – Head of UK Equity Research
Roger Jones
Equity Fund Manager
Charlie Walker
Senior US Equity Analyst
Punit Patel
Senior Equity Fund Manager
John Buckland
Research Analyst
Our equity funds
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds. Please note that Waverton and London and Capital have merged to form the W1M Group. However, W1M Investment Management Limited (formerly, Waverton Investment Management Limited) remains the Investment Manager of the Waverton Funds. The Management Company of Waverton Investment Funds PLC is Bridge Fund Management Limited.
