Global Dynamic Equity Strategy

A high conviction strategy focused on delivering alpha through the cycle.
A high conviction strategy focused on delivering alpha through the cycle.

Strategy overview

The Strategy aims to provide long-term capital growth primarily through investment in global equities using a proprietary stock-picking approach within a global sector context which is not dominated by any specific style. The Strategy offers a concentrated portfolio of high conviction stocks.

Key Features
  • A high conviction, well diversified global equities strategy
  • Our disciplined proprietary 4Factor investment approach seeks out high-quality companies at attractive valuations
  • A bottom-up portfolio of 50-70 stocks which are initially equally weighted at 2%
  • Managed by a highly experienced and stable team
  • Track record of delivering alpha through the cycle
All earnings revisions are not equal – it takes insight and discipline to successfully implement this philosophy.
Ian Vose
Rhynhardt Roodt

Investment Approach

01

We believe equity markets are often inefficient due to behavioural errors made by investors.

02

We believe four key factors individually drive share prices and in combination drive long-term outperformance.

03

We believe applying a disciplined, repeatable investment approach leads to long-term alpha generation.

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General risks:

The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth. Past performance is not a reliable indicator of future results. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives and performance targets are subject to change and may not necessarily be achieved, losses may be made.

Specific Risks:

Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

Important information

All information is as at 31 March 2020 unless otherwise stated.