ESG

Global select

We invest in quality, sustainable companies, primarily from developed markets. These companies have business models that are well-protected from competition, and an element of change helping to drive their value. Sustainability considerations, including Environmental, Social and Governance (ESG) factors, are fully integrated into the investment process.

We invest for the long-term, buying companies from our deeply-researched watch-list where short-term issues have created clear valuation opportunities. This means our approach provides the long-term growth in returns that quality businesses can deliver, as well as the potential share price boost once those short-term issues have been resolved.

The portfolio is concentrated, generally holding fewer than 40 stocks, and is diversified across business models, company end-markets and external change factors.      

Latest insights

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Donec odio. Quisque volutpat mattis eros. Nullam malesuada erat ut turpis. Suspendisse urna nibh, viverra non, semper suscipit, posuere a, pede.

Donec nec justo eget felis facilisis fermentum. Aliquam porttitor mauris sit amet orci. Aenean dignissim pellentesque felis.