The key components of our approach flow from this statement:
We assess companies through a holistic lens, considering a wide range of fundamental factors and applying a strict valuation framework.
Our research is based on intensive due diligence and is based around direct contacts with management.
We run concentrated portfolios built on balanced structures and risk diversification.
We focus on companies which are committed to creating value for all stakeholders.
We apply our proprietary integrated ESG framework, so we can offer a range of RI/sustainable Equity funds and solutions.
Market insights,
11/03/2025
The first weeks of Donald Trump’s mandate are unfolding at a staggering pace and in chaotic fashion, leaving observers increasingly stunned. And yet, events are proceeding as planned according to his programme. Donald Trump is doing what he said he would.
Market insights
21/02/2025
• Hopes of a resolution to the Ukrainian conflict buoyed European equities at the beginning of the week, but Donald Trump's tariff announcements and criticism of Zelensky then caused European and Asian stocks to fall.
• Donald Trump threatened to escalate the trade war with additional taxes on cars, semiconductors and pharmaceuticals.
• The FOMC minutes revealed concerns that Donald Trump’s trade and migration policies might fuel inflation.
Market insights
05/02/2025
Benjamin Melman, our Global CIO AM, shares his insights for the upcoming months, focusing on major asset classes, essential themes, and priority regions as we enter the new year.
Market insights
31/01/2025
Too many uncertainties are currently weighing on markets, amid unfavourable valuations, for us to expose our portfolios unduly to major market risks. In this regard, we have maintained our neutral view on the two main asset classes - bonds and equities - as well as our modest overexposure to Chinese equities. We kept up our equity exposure on account of the fading risk of a recession in the US, now all but removed, and of the stronger-than-expected resilience of the global economy.