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Asia, global emerging markets, Europe, US, global, small and mid-cap and impact

Generating value by creating positive and sustainable change

Paying the right price relative to quality.

Against the stream, with the curve.

A focus on unrecognised and enduring change.

Exploiting the power of change over the long term.

Fusing fundamental analysis with systematic rigour.

Combining stock fundamentals and ESG change.

Investing in long-term winners as emerging markets transform.

Investing in tomorrow’s blue chips today.

Excluding companies that are engaged in unethical or unsustainable activities.

Investing for the long term in high-quality small caps.

Generating value by creating positive and sustainable change.

Seeking outperformance through positive impact.

Investing in durable competitive advantage.