We live in an era of unprecedented change. Key global industries are being disrupted through technological innovation, changing consumer preferences, and political or regulatory initiatives. This is creating extraordinary opportunities for active investors who are able to anticipate and navigate today's fast-changing environment, and huge challenges for those that aren't. Which is why it's more important than ever to be invested on the right side of change.
Global coverage:
Our size and resources mean we can secure access to top management and analyse opportunities anywhere in the world, at any time to find the best ideas for our clients' portfolios.
Differentiated ideas:
We hire experts with varied backgrounds and experiences who can consistently challenge the consensus and bring unique perspectives to the decision-making process.
Repeatable results:
Our track record higlights the consistency and attribution of our returns over a cycle: idiosyncratic alpha from a diversified set of stocks, sectors and factors.