China
Improving ESG fundamentals emerge in China
Capturing the momentum of change in ESG performance unveils alpha opportunities in China
The Strategy aims to achieve capital growth primarily through investment in global equities using a proprietary stock-picking approach within a global sector context.
01We believe equity markets are often inefficient due to behavioural errors made by investors. |
02We believe four key factors individually drive share prices and in combination drive long-term outperformance. |
03We believe applying a disciplined, repeatable investment approach leads to long-term alpha generation. |