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We look to invest in the winners that emerge as efficient and sustainable businesses.


Emerging markets are establishing sustainable growth rather than the old model of cheap labour, cheap land, pollute as much as you want. Now is the time for them to find their niche in the global supply chain.

Gary Greenberg

Lead Portfolio Manager

Experience & rigour

Manager Gary Greenberg has three decades of investment experience.

From top to bottom

Bottom-up analysis finds quality companies trading at attractive valuations. Top-down framework identifies positive conditions for growth.

Truly active management

A concentrated portfolio with a high active share, invested long term.


Quality & safety

Buying quality companies at a discount gives a margin of safety.


Flexibility to invest across the market capitalisation spectrum.

Integrated ESG

Environmental, social and governance factors are integrated into our analysis.

Risk management

Risk is assessed at a stock, sector and country level. The team also considers ESG elements as part of their assessment of risk. This analysis is supported by Hermes EOS, our in-house engagement service. The investment team’s analysis of risk and opportunities feeds into their allocation decisions, which are focused on risk-adjusted returns.


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