Global Strategic Equity Strategy

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

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.

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