global-equity-observer page
Global Equity Observer  •  23-Jul-2021

Quality in a Brave New World 

International Equity Team
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.

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global-equity-observer page
Global Equity Observer  •  22-Jun-2021

Low Carbon Ambition 

International Equity Team
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.

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global-equity-observer page
Global Equity Observer  •  26-May-2021

Scale and Diversification 

International Equity Team
The twin virtues of scale and diversification in our high-quality holdings have played a part in their strong earnings performance both through the recent crisis and over time. Marcus Watson explains.

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global-equity-observer page
Global Equity Observer  •  29-Apr-2021

Is quality now (relatively) on sale? 

International Equity Team
There are reasons to believe that the recent “Growth Bubble” may have peaked and the “Value Rally” is nearing its end. In our minds this presents an excellent opportunity to invest in Quality Compounders. Bruno Paulson explores.

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global-equity-observer page
Global Equity Observer  •  31-Mar-2021

Why big brands thrive in a digital age 

International Equity Team
Hasn’t the internet leveled the playing field for big and small brands? Nic Sochovsky of the International Equity team looks at why big brands continue to thrive in the digital age.

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global-equity-observer page
Global Equity Observer  •  24-Feb-2021

Insta-engagement 

International Equity Team
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.

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global-equity-observer page
Global Equity Observer  •  08-Dec-2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.

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global-equity-observer page
Global Equity Observer  •  19-Oct-2020

Resilient Compounders: Worth Every Penny 

International Equity Team
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.

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global-equity-observer page
Global Equity Observer  •  23-Sep-2020

Health care in a pandemic 

International Equity Team
The current crisis has tested conventional wisdom, including what to expect of health care companies. Marcus Watson examines the sector’s resilience in the face of a global pandemic.

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global-equity-observer page
Global Equity Observer  •  27-Sep-2019

Compounding in Health Care 

International Equity Team
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

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The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.