Global Strategic Equity Strategy

Investing in 4Factor companies that are undergoing or benefitting from structural change.

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 has a particular focus on attractively valued companies that are of high quality (such as global brands) and are expected to benefit from a change in ownership, regulation, technology, management, investor sentiment or operating environment.

Key Features
  • A go-anywhere high conviction equity strategy investing in global stocks with attractive valuations
  • Focuses on businesses identified by our bottom-up stock picking that are expected to benefit from a strategic change such as ownership, regulation or technology
  • Style and benchmark agnostic portfolio that is well diversified across cyclical and non-cyclical sectors
  • Managed using 4Factor’s consistent and repeatable evidence-based investment process
Investors tend to underreact to change. We believe where there is change, there is opportunity.

Strategy highlights

01

We believe equity markets are inefficient for behavioural reasons.

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.
Rhynhardt Roodt
Portfolio Manager
Dan Hanbury
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 30 September 2020 unless otherwise stated.

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