Global Dynamic Strategy

This strategy aims to provide long-term capital growth. Unconstrained by benchmark weights, we use our best equity ideas to construct a high-conviction, risk-aware portfolio.
This strategy aims to provide long-term capital growth. Unconstrained by benchmark weights, we use our best equity ideas to construct a high-conviction, risk-aware portfolio.

Strategy overview

This strategy aims to provide long-term capital growth, primarily through investment in companies with a market cap above $1 billion, listed on the world's principal stock markets.

We have a concentrated portfolio, containing a maximum of 70 stocks in which we have the highest level of investment conviction.

Strategy highlights

01

Consistent and repeatable evidence-based investment process.

02

No size or style bias.

03

Four key factors individually drive share prices and in combination drive consistent outperformance.

04

Applying a disciplined, repeatable investment approach leads to long-term alpha generation.

We avoid behavioural bias in position sizing and allocations within our portfolio.
Ian Vose and Rhynhardt Roodt

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