Planted for long-term investors seeking steady appreciation, our Global Brands Fund has proven hardy and fruitful since the year 2000. Join us in commemorating 25 years of high quality investing.
About Us
A proven
investment team
A multi award-winning investment team with more than 25 years' heritage in Quality investing.
Fundamental, high
quality analysis
Our longstanding and disciplined investment process based on fundamental analysis and bottom-up stock selection allows us to identify the world's highest quality companies.
A truly long-term
approach
Identifying reasonably priced companies with strong fundamentals and allowing them time to compound has the potential to generate attractive shareholder returns.
ESG integrated
Assessment of financially material ESG risks and opportunities is a key part of our investment process. We use our proprietary ESG scoring framework to evaluate relevant ESG factors for our investments.
Active ownership
Direct and regular portfolio manager-led engagement is a hallmark of our bottom-up approach. Our size and long-term holding period means we have excellent access to company management.
"We're well-known advocates for a long-term approach to high quality investing. The secret to compounding is steady growth at sustained high returns on operating capital over the long term, something lower quality companies are unable to do."
Head of International Equity Team
"Our concentrated portfolio does not have to compromise on resilience and our well-resourced team makes finding and underwriting those truly resilient businesses easier."
Executive Director
"Many of the companies we own aren't just resilient, they develop products and services to help other companies build their resilience."
Head of ESG
"Resilience is about bouncing back; a skill that sets successful companies and successful people apart from the rest."
COO and Head of Client Experience
Why Quality Investing?
Active Ownership
Active ownership focused on ESG risks and
opportunities material to the sustainability of returns.
Stock Specific
- Engagement on material, stock-specific issues
- Informed by our investment research process, including our proprietary assessment frameworks
- Forms part of the team's regular dialogue with management
Thematic
- Engagement on material systemic or industry issues relevant to the companies and sectors we own
- Useful for multi-company engagements
Proxy Voting
- Forms an important part of our active ownership approach
- Seeks to be consistent with our assessment of the specific ESG issues to companies' sustainability of returns on capital
Related Resources
Please find below the International Equity Team's ESG-related resources.
Why Invest in High Quality Equities
Avoiding the permanent destruction of capital can be just as important for investors as the chance to earn outsized investment returns. We believe long-term investors can benefit from looking beyond broad-based equity and bond indices. Read about what high quality equities are and how they can stand the test of time, with the potential to offer equity-style upside alongside bond-style downside participation … even after inflation.
Download PDFRelated Resources
Interested in learning more?
Please contact us today.