Global Core Equity Strategy

Focused on the most attractive stock selection opportunities at any given time, rather than a particular style.
Jonathan Parker
Rhynhardt Roodt

Strategy overview

The Strategy aims to achieve capital growth primarily through investment in global equities using a proprietary stock-picking approach within a global sector context.

Key features
  • A well-diversified core global equities strategy
  • Our disciplined proprietary 4Factor investment approach seeks out high-quality companies at attractive valuations
  • Adaptable portfolio: style, size and benchmark agnostic
  • Managed by a highly experienced and stable team
  • Track record of delivering alpha through the cycle
All earnings revisions are not equal – it takes insight and discipline to successfully implement this philosophy.

Investment approach

01

We believe equity markets are often inefficient due to behavioural errors made by investors.

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.

Portfolio managers

Jonathan Parker
Portfolio Manager
Rhynhardt Roodt
Portfolio Manager

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