Covid-19
Amid the chaos, the only bright spot is China
The events of Monday 9 March were the biggest ‘risk event’ in global markets since the Global Financial Crisis (GFC). There were two key contributo...
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. |