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A meeting of minds: fusing fundamental and systematic analyses

For decades, investment managers have been largely split into two groups: fundamental investors and quantitative investors. And so, it is not surprising that we are often asked to choose a side. But it’s not that simple: we use a unique style, marrying a systematic approach, which minimises behaviour biases, with a fundamental analysis.

In our latest edition of Equitorial, we explain why we adopt an integrated investment approach and how it shapes our research agenda.

More Insights

Global Equity ESG Fund: H1 Report, 2021
We continue to focus on the transition to a more sustainable economy, which we view as an exceptional market opportunity as awareness grows of sustainability issues and opportunities.
Global Equity ESG: Annual Report 2020
Combining attractive fundamentals and good or improving ESG characteristics
New research shows Covid has accelerated the social awakening
New research from the Global Equities team at the international business of Federated Hermes shows that companies with good or improving social practices can potentially add up to 17bps each month to returns.
Hidden factors: exploring equity market behaviour in 2020
Looking at the extreme market events of the past 12 months can provide some valuable insights for investors.
ESG investing: how Covid-19 accelerated the social awakening
We examine how ESG factors have behaved during the ongoing coronavirus pandemic.
Global Equity ESG: H1 2020 Report
Combining attractive fundamentals and good or improving ESG characteristics