Why Ninety One for Quality
Within our equities capability, the Ninety One Quality team seeks to invest in high quality companies across a range of investment solutions tailored to varying investor needs. We manage attractive total return strategies with both a global and regional focus, some of which are focused on capital growth and others on sustainable dividend growth.
What are Quality companies?
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Hallmarks of our Quality approach
- Purist Quality philosophy with strong valuation discipline, consistently applied over the long term
- Differentiated insight derived from diverse perspectives across our global platform
- Sustainability embedded in our philosophy and fully integrated into our in-depth proprietary fundamental research
- High conviction, low turnover portfolios
- Seeking long-term outperformance with smaller drawdowns in down markets and lower volatility
Quality podcast
Catch up on the latest episodes in our Quality investing podcast series.
UK savings platforms: a diamond in the rough
The UK’s financial sector is not just about big banks. Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investors. Demographics, government regulation and technology should all help its development, with additional learnings on offer from US counterparts.
China's self-sufficiency opportunity
The past couple of years have been disorderly for Chinese equities. However, President Xi’s recent reshuffle provides greater clarity regarding the government’s direction of travel. In our view, the trend towards localisation – prioritising domestic champions over foreign alternatives, in order to drive self-sufficiency – will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors.
UK savings platforms: a diamond in the rough
The UK’s financial sector is not just about big banks. Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investors. Demographics, government regulation and technology should all help its development, with additional learnings on offer from US counterparts.
China's self-sufficiency opportunity
The past couple of years have been disorderly for Chinese equities. However, President Xi’s recent reshuffle provides greater clarity regarding the government’s direction of travel. In our view, the trend towards localisation – prioritising domestic champions over foreign alternatives, in order to drive self-sufficiency – will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors.
UK savings platforms: a diamond in the rough
The UK’s financial sector is not just about big banks. Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investors. Demographics, government regulation and technology should all help its development, with additional learnings on offer from US counterparts.