Why choose this strategy?
- Gain exposure to long-term growth opportunities outside the United States and diversify equity holdings.
- To access an experienced growth manager who seeks international equity opportunities.
- To pursue a high-conviction international growth strategy with holdings across a range of business drivers, supported by deep fundamental research capabilities.
- This strategy aims to deliver long-term excess returns on a risk-adjusted basis.
Investment strategy
- The manager takes a long-term, private equity ownership perspective, focusing on high-quality businesses with truly sustainable competitive advantages.
- The manager uses a fundamental research-intensive approach based on a seven-step stock selection process and strict buy and sell disciplines.
- While attempting to take advantage of secular and structural changes as business drivers, the strategy also seeks to buy companies trading at a discount to intrinsic value in an attempt to maximize shareholder value.
- The team’s risk perspective is defined as permanent loss of capital, not tracking error or short-term relative performance.
