Our investment approach

  • We are active investors: we believe active management is key to addressing the challenges investors face
  • We think globally, using themes: we have employed a global, thematic approach to investment for over 30 years which seeks to identify opportunities and manage risks based on observable structural trends
  • We conduct proprietary global research: our career global research analysts provide investment ideas based on bottom-up fundamental research
  • Responsible investment is integral to our investment process. We believe that responsibly managed companies are better placed to achieve sustainable competitive advantage and provide strong long-term growth
  • Investment professionals based in a single London location: allows for efficient idea generation and implementation