Equities

Highlights of our strategy include:

  • Traditional bottom-up, buy-and-hold philosophy based on rigorous due diligence
  • High-conviction, low-turnover portfolios
  • Focus on quality across company management and fundamentals, balance-sheet strength and corporate governance
  • Collaborative idea generation and team-based investment decisions
  • Benchmark-aware, not benchmark-driven
  • Recurring meetings with company management with consistent philosophy and process across all managed equity strategies

How we’re different:

  • Process: Company meetings are the bedrock of our philosophy and process, followed by a focus on quality and price; we never invest in a company we have not visited
  • Proprietary research: Deep analysis allows us to know companies thoroughly with company visits and analysis rotated across team members
  • People: Investment teams are located in offices around the world, leveraging local expertise combined with our global views

 


Our regional equities strategies

 

Asian Equities: vibrant markets with strong growth prospects

Investment Strategy Inception Date GIPS
Disclosure
Factsheet
Asia Pacific inc. Japan Equity Strategy January 1, 1996 View
Asia Pacific ex. Japan Equity Strategy (Net) January 1, 1996 View

Global Emerging Markets Equities: combining in-depth expertise and a strong track record

Investment Strategy Inception Date GIPS
Disclosure
Factsheet
Emerging Markets Equity Strategy January 1, 1996 View
Emerging Markets Small Cap Equity Strategy May 1, 2007 View
Frontier Markets Equity July 1, 2009 View

Global and International Equities: unlocking the value of developed markets

Investment Strategy Inception Date GIPS
Disclosure
Factsheet
Global Equity Strategy August 1, 1998 View
EAFE Plus Equity Strategy January 1, 1990 View
EAFE Equity January 1, 1997 View

North American Equities: opportunities for steady growth over the long run

Investment Strategy Inception Date GIPS
Disclosure
Factsheet
US Equity Small Cap Core Strategy November 1, 2008 View