Our philosophy
The UK equity market has been out of favour in recent years. But we think investors are missing out. There are plenty of leading businesses that can add value to any portfolio, particularly now. It’s just a case of knowing how to find them.
We believe that quality and value approaches offer the best method of uncovering investment opportunities across the UK market. Their approaches might differ, but they share a common goal: identifying UK businesses with outstanding potential.
After all, the FTSE All-Share might be the benchmark, but did you know just 20 names account for more than half of the 600-constituents by weight? For us, that means opportunity.
Quality businesses compound their profits sustainably over the long term and tend to be better insulated from a deteriorating macro environment. Value targets significant mispricings, looking for unloved or underappreciated companies trading below their true worth.
Ninety One Value explained
Ninety One UK Quality explained
Featured insight
An attractive alternative to the concentrated trade
The UK equity market had a resurgent 2025, but it’s unclear where leadership will lie this year. Quality and Value may have had differing return profiles in 2025, but we firmly believe they are complementary active approaches to investing within the UK. With differentiated drivers of potential return, they can add significant diversification benefits to investors’ portfolios.