International Dynamic Equity​ Strategy

A core active approach to diversified returns.
Ian Vose
Adam Child
A core active approach to diversified returns.

Strategy overview

The Strategy seeks long-term capital growth primarily through investments in compelling companies across sectors and geographies, excluding the United States.
Key Features

A high conviction international equities strategy investing across growth and value

  • Our proprietary 4Factor investment approach combines disciplined idea generation and thorough fundamental analysis
  • A bottom-up portfolio of ~50 stocks with a high active share
  • Managed by a highly experienced and stable team with analyst expertise across international markets
  • Track record of delivering alpha through the cycle
We search for high quality, attractively valued companies with improving operating performance that are receiving increasing investor attention.

Investment Approach

01

We believe equity markets are inefficient for behavioural reasons.

02

We believe four key factors individually drive share prices and in combination drive consistent outperformance.

03

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

Ian Vose
Portfolio Manager
Adam Child
Assistant Portfolio Manager

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General risks:

Past performance is not a reliable indicator of future results and performance targets may not 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 2021 unless otherwise stated.