Global Core Equity Strategy

Focused on the most attractive stock selection opportunities at any given time, rather than a particular style.
Focused on the most attractive stock selection opportunities at any given time, rather than a particular style.

Strategy overview

The Strategy aims to achieve capital growth primarily through investment in global equities using a proprietary stock-picking approach within a global sector context.

Key Features
  • A well-diversified core global equities strategy
  • Our disciplined proprietary 4Factor investment approach seeks out high-quality companies at attractive valuations
  • Adaptable portfolio: style, size and benchmark agnostic
  • 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.
Jonathan Parker
Rhynhardt Roodt
Christine Baalham

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:

Default: There is a risk that the issuers of fixed income investments (e.g. bonds) may not be able to meet interest payments nor repay the money they have borrowed. The worse the credit quality of the issuer, the greater the risk of default and therefore investment loss. Derivatives: The use of derivatives may increase overall risk by magnifying the effect of both gains and losses leading to large changes in value and potentially large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Interest rate: The value of fixed income investments (e.g. bonds) tends to decrease when interest rates rise. Liquidity: There may be insufficient buyers or sellers of particular investments giving rise to delays in trading and being able to make settlements, and/or large fluctuations in value. This may lead to larger financial losses than might be anticipated. Loans: The specific collateral used to secure a loan may decline in value or become illiquid, which would adversely affect the loan’s value. Many loans are not actively traded, which may impair the ability of the Portfolio to realise full value in the event of the need to liquidate such assets.

Important information

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