Our research
We have exacting requirements on the companies we add to our portfolios. This requires deep fundamental research conducted by specialists in that sector and then exhaustive peer review.
ESG considerations are fully integrated across all our Quality strategies and we work closely with Ninety One’s ESG team as part of this analysis.
We tend to invest for the long term and take an owner mind set, actively engaging with management.
We build high conviction portfolios, where each holding counts. Our portfolios are therefore well differentiated from their respective benchmark indices and have high active share.
Global Range
At Ninety One, we have been managing quality strategies since 2007. We run a range of growth and income strategies – global, UK and regional.
Global skillset
The team running this broad range of strategies is fully integrated and located in London, New York and Cape Town. This diversity provides a rich pool of skill sets and perspectives which are incorporated across the team for the benefit of all the strategies we run.