Global Strategic Equity Strategy

Investing in 4Factor companies that are undergoing or benefitting from structural change.

Rhynhardt Roodt
Dan Hanbury

Strategy overview

The Strategy aims to provide long-term capital growth primarily through investment in global equities using a proprietary stock-picking approach within a global sector context which is not dominated by any specific style. The Strategy has a particular focus on attractively valued companies that are of high quality (such as global brands) and are expected to benefit from a change in ownership, regulation, technology, management, investor sentiment or operating environment.

Key features
  • A go-anywhere high conviction equity strategy investing in global stocks with attractive valuations
  • Focuses on businesses identified by our bottom-up stock picking that are expected to benefit from a strategic change such as ownership, regulation or technology
  • Style and benchmark agnostic portfolio that is well diversified across cyclical and non-cyclical sectors
  • Managed using 4Factor’s consistent and repeatable evidence-based investment process
Investors tend to underreact to change. We believe where there is change, there is opportunity.

Investment approach

01

We believe equity markets are inefficient for behavioural reasons.

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

Rhynhardt Roodt
Chief Investment Officer, Equities
Dan Hanbury
Portfolio Manager

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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.