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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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Why a systematic fundamental analysis is key for Global Equities
We explore our Global Equities team’s unique investment style and whether their philosophy has changed during the coronavirus pandemic.
Global Equities: a disciplined approach to market uncertainty
Our Global Equities team explain the benefit of being a global investor in turbulent times.
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.
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: