How we invest
We firmly believe in a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
Our investment process
We meet with hundreds of companies a year, both in the UK and overseas, providing us with insights on real economic activity. This forms an important part of our bottom-up fundamental investment approach, which we combine with our top-down framework and macroeconomic analysis to guide our asset class allocations based on the appropriate level of risk.
Equities
Fixed Income
Alternatives
We aim to create long term value for our clients and investors while also contributing to better corporate behaviours and positive change. This requires careful consideration of sustainability in all its forms.
Assessment of ESG factors (both risks & opportunities) is an integral part of our fundamental analysis and security selection process.
Engagement with companies, both direct and collaborative, is a more effective way to encourage better corporate practices with the potential to deliver positive and realistic outcomes over time.
We vote on your behalf on each individual proposal to help drive higher corporate standards and enhance shareholder value.
We provide detail on all our stewardship activities and report our progress in reports we publish annually.
Global outlook
Meet the team
Asset classes
The collective skill and experience of our in-house team covers all asset classes.
The latest from our experts
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Equity 101
Market Perspectives July 2024
Fixed Income 101
