About Us
A multi award-winning investment team with more than 25 years' heritage in Quality investing.
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.
Identifying reasonably priced companies with strong fundamentals and allowing them time to compound has the potential to generate attractive shareholder returns.
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.
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.
Our Quality Strategies
High Quality solutions that are designed to work for you. All our strategies are
concentrated and seek attractive long-term returns and reduced downside participation.
Global Franchise | Global Quality | Global Sustain | American Resilience | International Resilience | |
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Key Features(s) | Flagship, defensive | Slightly more flexibility | Selective & low-carbon | U.S. exposure | International exposure |
Stock Range | 20-40 | 35-55 | 25-50 | 20-50 | 20-50 |
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Why Quality Investing?
Active Ownership
Active ownership focused on ESG risks and
opportunities material to the sustainability of returns.