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Aiming to achieve long-term capital appreciation by investing primarily in equity securities which are components of the MSCI World Index, or companies listed in countries referenced in this index.


We assess each stock's value, growth and quality characteristics, along with market sentiment towards the company, to find those with the optimum combinations.

Geir Lode

Lead Fund Manager


Aiming to beat the benchmark each quarter and by 2-3% every year, this product has outperformed in nearly all market environments since its 2007 inception.1


Our investment approach can be easily tailored to meet your specific risk, reward and ESG requirements.

ESG integration

Companies with a good or improving ESG track record are favoured. EOS provides best-of-breed ESG intelligence.

Fundamental focus, systematic execution

Companies are systematically analysed to identify the most attractive fundamental characteristics, and undergo a bottom up sense check.

Risk Management

Proprietary risk management tools enable the team to monitor and neutralise macroeconomic risks before they impact returns. Portfolio stress tests provide forward-looking views of the impacts of such potential risks.

Style agnostic

Analysing companies from a broad range of perspectives helps to generate positive returns in various market environments and defend against large swings in style.

Investment approach

We like stocks with robust financial statements, competitive strength and a proven ability to consistently beat revenue and earnings expectations. Ideally, these companies should also be guided by impressive management teams, mitigate ESG risks and appear cheap relative to peers. But very few stocks embody such an ideal investment. So we identify those with the most attractive combinations of characteristics in every market environment.

Systematic analysis

A systematic model, capturing the same data as a fundamental investment analyst, assesses the attractiveness of every stock in the investment universe each day. The metrics used to select stocks are justified by both economic reasoning and statistical effectiveness, and have a long-term focus that leads to low portfolio turnover. They are grouped by valuation, sentiment, growth, profitability, corporate behaviour and capital structure. This model creates an optimised portfolio that aims to maximise risk-adjusted returns.

Risk management

The portfolio is subjected to two levels of risk analysis. First, MultiFRAME, our proprietary risk-management system, assesses top-down market risk. It has the flexibility to stress-test the portfolio, interpret how it would respond to different market environments and measure its exposure to any quantifiable risk. Second, we perform a bottom-up ‘sense check’ to ensure that the model has accurately assessed the nuances of each potential investment. At this stage, the ESG Dashboard, another proprietary tool, alerts us to stock-specific environmental, social and governance risks not typically covered in fundamental analysis of companies.

  1. 11. Since inception on 01 December 2007 the Hermes Global Equity Strategy has outperformed the MSCI World Net index by 1.47% on an annualised basis as at 30 September 2018. Performance shown is in USD and is gross of fees. A full GIPS disclosure report is available on the latest strategy factsheet.

Past performance is not a reliable indicator of future results and targets are not guaranteed.


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