4Factor team

Global Strategic Equity Strategy

A high conviction strategy focusing on companies undergoing change

Strategy overview

Investment Approach
We seek to combine fundamental research with insights derived from our machine learning alpha model to unlock alpha, while considering sustainability without bias

Investment Opportunity
High conviction equity strategy focusing on companies expected to benefit from strategic change

Investment Universe
Liquid global equities

Target Return
Outperform the performance comparison index (net of fees) over a full market cycle

Dan Hanbury
Portfolio Manager
Ben Lambert
Portfolio Manager

The role the strategy can play in portfolios

Exposure to high conviction stocks

Provides exposure to high conviction, style agnostic stocks in leading structural themes

Diversification

Investment process aims to capitalize on behavioural bias inefficiencies to express bottom-up views that are distinct from the index

Seeking consistent alpha profile

Multi-factor investment process focused on active, bottom-up stock selection aiming to deliver long-term risk-adjusted returns

Manage ESG risk

ESG integrated into the investment process to help mitigate ESG risk and/or catalyse an alpha-positive outcome

Investment Philosophy

01

We believe markets are inefficient due to behavioural biases

02

These inefficiencies generate diverse alpha opportunities across investment styles

03

Combining fundamental insight with quantitative analysis is the optimal way to unlock alpha

Performance

Portfolio & Holdings

Date as of 31/03/2026
Strategy
Index
United States
61
Europe ex UK
17.3
Emerging Markets
9.1
United Kingdom
3.7
Far East ex Japan
3
Japan
2.4
Other
0.7
Cash
2.8
Based on a related portfolio within the strategy with substantially similar objectives, policies and strategies as those of the services being offered. The portfolio may change significantly over a short space of time. This is not a buy, sell or hold recommendation for any particular security. For further information on Indices and Specific Portfolio Names, please reference the sections here.

Why Ninety One for Global Strategic Equity Strategy

01

Managed by a specialist team with a long track record of investing in global equities

02

Underpinned by the consistent and compelling 4Factor investment process developed in 2000

03

Fundamental investors, harnessing technology

Strategy literature

Key facts

  • Asset Subclass

    Global Equity

  • Currency

    USD

  • Inception date

    01/01/2000

  • Team

    4Factor team

  • Geographical Focus

    Global

  • ESG Classification

    ESG Integration

  • Comparative Benchmark

    MSCI AC World NDR (pre Jan-11, MSCI World NDR)

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The content of this website is made available for informational purposes only and should not be construed as an offer, marketing, solicitation or investment advice with respect to any investment products or services. The website has not been reviewed or approved by any regulatory authority and may contain information with respect to investments products that may not be registered in some jurisdictions.

Although we believe any information obtained from external sources to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness (ESG-related data is still at an early stage with considerable variation in estimates and disclosure across companies. Double counting is inherent in all aggregate carbon data).

Any decision to invest in the Strategy described should be made after reviewing the offering document and conducting such investigation as an investor deems necessary and consulting its own legal, accounting and tax advisors in order to make an independent determination of suitability and consequences of such an investment. This material does not purport to be a complete summary of all the risks associated with this Strategy. A description of risks associated with the Strategy can be found in the relevant offering or other disclosure documents where applicable. Copies of such documents are available upon request.

Additional information on our investment strategies not found here (ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf) may be provided on request.

For more information on our Ninety One ESG Classification, please click here