A global approach to equity investing for quality and growth

Posted on January 10th, 2024

In this Asset TV interview Sean Beck and Mark Gordon-James, Portfolio Managers in our Equity Investment Team, discuss our global approach to finding the fundamental quality and growth attributes we look for in our equity investments.

From the semiconductor industry in Taiwan, to financial services in the US, and spanning on-the-ground insights, to navigating business cycles, they explain how we gain a deeper understanding of the companies held in our portfolios.

The video below shares insights to how specialist long-term equity investment strategies serve the needs of our Partner Funds:

FOR PROFESSIONAL INVESTORS ONLY. NOT FOR USE WITH OR BY PRIVATE OR RETAIL INVESTORS. CAPITAL AT RISK. ALL FINANCIAL INVESTMENTS INVOLVE TAKING RISK WHICH MEANS INVESTORS MAY NOT GET BACK THE AMOUNT INITIALLY INVESTED. REFERENCE TO SPECIFIC STOCKS SHOULD NOT BE TAKEN AS ADVICE OR A RECOMMENDATION TO INVEST IN THEM.

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