Equities

Global strategic value

This value strategy seeks to capture the ‘value phenomenon’ whereby cheap stocks tend to outperform the market over time. It focuses on identifying shares in cheap or out-of-favour companies around the world that the managers believe are undervalued, with the aim of benefiting from prices returning to levels that reflect the true value of the business.

Our differentiated approach is designed to avoid common problems associated with value investing, namely volatility and so-called ‘value traps’, that is stocks that are cheap for a reason. Stocks are selected using a disciplined bottom-up process that combines strict valuation screening with rigorous fundamental analysis to identify cheap stocks that are being mispriced and eliminate those with material barriers to mean reversion.

We construct a diversified portfolio of cheap stocks, where the main drivers of returns are expected to be the value style rather than any individual sector or stock.

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