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
Chief Investment Officer, Equities

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Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.