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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.

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Going mainstream: how ESG investing has evolved in the past six years
We examine how ESG investing has powered into the mainstream since 2014.
Global Equity ESG marks six-year anniversary
Today, we look back on six years of Global Equity ESG.
How Tech And Female Tenacity Could Shake Up US Politics (And The Investment Industry, Too)
ESG investing: a social uprising
Our seminal paper, ESG investing: does it just make you feel good, or is it actually good for your portfolio?, published in 2014, demonstrated the performance benefits of integrating environmental, social and governance (ESG) factors into investment decisions. 
Amplified: Global Equity ESG
In this podcast, Lewis Grant, Senior Portfolio Manager in the Global Equities team, discusses the Hermes Global Equity ESG Fund, in particular covering the following topics:
Are ethics really the only way?
Inflows into ethical funds topped £164m in July, up from £101m the previous month, according to the Investment Association Monthly Statistics for July 2018 from The Investment Association. Lewis Grant, Global Equities Senior Portfolio Manager at Hermes Investment Management, questions what ‘ethical investing’ really means, its implications and dispels investors’ common misconceptions. Let’s start at the very beginning When deciding whether to shift to an ethical investment portfolio, investors first need to go back to basics and set a clear definition of what they constitute as ‘ethical’. Since there is no universal definition, it can be surprising how much variation there is between investors. Exclusion or ‘negative screening’ perhaps offers investors the most direct approach to aligning their money with their morals. It is the oldest ethical investment method, and it’s easy to see why. Carving out entire sectors, companies or countries from a portfolio offers a relatively simple and transparent way for investors to express their particular ethical views and removes subjectivity.