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.

Our approach
1.

Objective

To achieve superior risk-adjusted returns ahead of the benchmark index and/or an inflation target over 3-5 years.
2.

Philosophy

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.
3.

Expertise

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.

Meet the team

Jennifer Fisher

Head of Equities
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Stefan Rheinwald

Head of Equity Research & Japan
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George Williams

Fund Manager
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Alena Isakova, CFA

Fund Manager – Strategic Equity Fund
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Christopher Garsten

Fund Manager – European Capital Growth Fund
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Charles Glasse

Fund Manager – European Dividend Growth Fund
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Benjamin Hall, CFA

Fund Manager – Asia Pacific Fund
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Tineke Frikkee, CFA

Fund Manager – Head of UK Equity Research
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Roger Jones

Equity Fund Manager
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Charlie Walker

Senior US Equity Analyst
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Punit Patel

Senior Equity Fund Manager
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John Buckland

Research Analyst
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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 FundRock Management Company (Ireland) Limited.

Strategic Equity Fund

The investment objective of the Strategic Equity Fund is to achieve returns in excess of the CPI+4.5% benchmark through investment in a diversified selection of global equities. We take a long-term, disciplined approach to investing and seek to own companies where we believe the market underappreciates the quality of the business. The fund has been designed to offer a more diversified portfolio with stricter construction parameters relative to the MSCI All Country World, while still reflecting our highest conviction bottom-up ideas.

Global Equity Fund

The investment objective of the Waverton Global Equity Fund is to achieve returns in excess of the MSCI All Country World Index through investment in a focused selection of global equities. We take a long-term, disciplined approach to investing and seek to own companies where we believe the market underappreciates the quality of the business. This can either be the sustainability of high returns on capital or the improving fundamentals. The fund is a concentrated expression of the highest conviction bottom-up ideas from our highly experienced global equity team.

European Capital Growth Fund

The fund seeks to achieve its investment objective of outperforming the Europe ex UK index by investing in a diversified portfolio of European stocks. We mainly invest in large and mid-capitalisation listed securities, where it is believed the issuer is undervalued. The fund’s investment strategy will not be specific to any particular industry or economic sector.

European Dividend Growth Fund

The investment objective of the Fund is to achieve long-term income and capital growth. We seek to achieve the investment objective by investing in a diversified portfolio of European stocks that we believe will deliver dividend growth over a rolling 3 to 5 year period. The manager uses a capital cycle framework to help achieve this and typically aims to buy higher yielding companies.

Asia-Pacific Fund

The Waverton Asia Pacific Fund seeks to achieve returns ahead of the MSCI AC Asia ex-Japan Index over a rolling 3-year period. We take a long-term, disciplined approach to investing and seek to own companies where we believe the market valuation underappreciates the quality of the business. This can either be the sustainability of high returns on capital, or the prospect of improving fundamentals. The Fund is a high conviction portfolio of 25-40 companies from the region, constructed on a bottom-up and index agnostic basis.
Fund Centre

Discover a wealth of knowledge

Explore the Fund Centre for all available funds, share classes and price information.

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Insights

View the latest insights from the equities team

Podcast
Chris Wood: Global Head of Equity Strategy at Jefferies
Article
The case for Japanese Equities
Article
Three stock picks we're excited about in our Strategic Equity Fund and why
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Japan's economy and earnings: a look at the surprising GDP numbers
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Quality stock picking and our natural bias
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Our offices

London, UK Head office

+44 204 617 2000invest@w1m.com
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Edinburgh, Scotland

+44 131 514 2770invest@w1m.com
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Glasgow, Scotland

+44 141 410 1085invest@w1m.com
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Barcelona, Spain

+34 938 205 595invest@w1m.com
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Barbados, Caribbean

+1 246 537 4183invest@w1m.com
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