How Do We Manage High-Conviction Strategies?
Before the 2007-8 global financial crisis, few would have imagined that within ten years we would be living in a world where most central banks had resorted to printing money, buying financial assets and holding interest rates at ultra-low levels.
Considering that the next decade could be equally unpredictable, we believe it is critical to achieve perspective on the investment landscape. Our high-conviction strategies are relative-return portfolios with the flexibility to focus on the long-term investment themes that will drive investor returns.
Security selection driven by bottom-up proprietary research incorporating environmental, social and governance (ESG) analysis
Constantly evolving and forward-looking approach that anticipates change and identifies opportunities
Benefiting from a broad perspective owing to our global, thematic outlook
All High-Conviction Strategies
|Concentrated Global Equity
|Global Emerging Markets Equity
|Emerging & Asia Pacific equity