Stratégies
Active Fundamental Equity
American Resilience Strategy
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American Resilience Strategy |
Stratégies
Active Fundamental Equity
American Resilience Strategy
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The investment team believes that companies that demonstrate resilience—businesses that can adapt, innovate and grow while safeguarding their people, existing assets and brand equity—should be better positioned to compound shareholder wealth over the long term. In American Resilience, the team only invests in compounders: high quality companies with sustainably high returns on operating capital and growth potential. Investing in compounders requires a long-term approach and a focus on minimising the risk of permanent loss of capital rather than chasing upside.
A portfolio of high quality compounders |
A concentrated portfolio of companies selected by an investment team with a proven track record in identifying well-managed high quality businesses with resilient earnings. These include IT companies offering must-have software and services, life sciences and health care equipment firms providing indispensable products, and world-renowned consumer brand franchises. The team also finds capital light, high return businesses in more niche industries, such as professional services in industrials and payments in financials. |
Managing the risks that matter |
Preserving capital is key to the ability to compound money over time. With this focus on minimising the risk of permanent loss of capital rather than chasing upside, the team expects American Resilience to exhibit an asymmetric performance profile over time – delivering attractive long-term returns and reduced downside participation during challenging market environments, a hallmark of the team’s longstanding global compounder strategies. |
A long-standing history of active investing |
With over 25 years investing in quality companies, the experienced and well-resourced International Equity team uses their time-tested investment process and stock-selection criteria to manage the American Resilience strategy. |
1 | Identify High Return Companies |
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2 | Make Sure Returns are Sustainable |
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3 | Confirm management's commitment to sustaining returns |
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4 | Valuation |
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Team members may be subject to change at any time without notice. The investment team currently has 15 members; information on additional team members can be found on MSIM.com.