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Global Franchise Strategy

Seeks durable, defensive, differentiated alpha

Strategy overview

Investment Approach
A purist approach to quality investing, combined with strong valuation discipline, applied consistently over the long term

Investment Opportunity
Concentrated global capital growth

Investment Universe
Invests in high quality global equities which are typically associated with global brands or franchises

Clyde Rossouw
Head of Quality
Abrie Pretorius
Portfolio Manager
Elias Erickson
Portfolio Manager
Paul Vincent
Portfolio Manager

The role the strategy can play in portfolios

Provides resilient growth

Seeks to provide long-term outperformance with smaller drawdowns in down markets and lower volatility

Diversifies equity exposure

Concentrated, high conviction, high active share Quality portfolio

Improves efficient frontier

Portfolio has been characterised by strong long-term Sharpe and Sortino ratios

Seeks to future proof the portfolio

Invests in companies with high R&D spend and provides exposure to key long-term themes

Investment Philosophy

01

The market undervalues the ability of quality companies with enduring competitive advantages, disciplined capital allocation and a focus on sustainability to deliver persistently high or improving cash flows and returns on invested capital

02

A company's business model, financial model and capital allocation should be aligned with the long-term interests of shareholders and other key stakeholders

03

An active quality approach, driven by proprietary fundamental analysis and engagement, is best placed to compound shareholder value over the long term, while reducing the risk of a permanent loss of capital

Performance

Portfolio & Holdings

Date as of 31/08/2026
Strategy
Index
United States
67.4
Europe ex UK
17.2
Emerging Markets
6.4
United Kingdom
4.6
Far East ex Japan
2.2
Japan
Other
1.6
Cash
0.6
Based on a related portfolio within the strategy with substantially similar objectives, policies and strategies as those of the services being offered. The portfolio may change significantly over a short space of time. This is not a buy, sell or hold recommendation for any particular security. For further information on Indices and Specific Portfolio Names, please reference the sections here.

Why Ninety One for Global Franchise Strategy

01

Differentiated franchise approach

02

Unique global platform. Experienced, aligned, well-resourced and globally integrated investment team

03

Disciplined process, driven by in-depth proprietary fundamental research

04

High conviction portfolio, with a focus on sustainability, risk and valuation

Strategy literature

Key facts

  • Asset Subclass

    Global Equity

  • Currency

    USD

  • Inception date

    01/05/2007

  • Team

    Quality team

  • Geographical Focus

    Global

  • ESG Classification

    Enhanced Integration

  • Comparative Benchmark

    MSCI AC World NDR (pre Oct-11, MSCI World NDR)

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The content of this website is made available for informational purposes only and should not be construed as an offer, marketing, solicitation or investment advice with respect to any investment products or services. The website has not been reviewed or approved by any regulatory authority and may contain information with respect to investments products that may not be registered in some jurisdictions.

Although we believe any information obtained from external sources to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness (ESG-related data is still at an early stage with considerable variation in estimates and disclosure across companies. Double counting is inherent in all aggregate carbon data).

Any decision to invest in the Strategy described should be made after reviewing the offering document and conducting such investigation as an investor deems necessary and consulting its own legal, accounting and tax advisors in order to make an independent determination of suitability and consequences of such an investment. This material does not purport to be a complete summary of all the risks associated with this Strategy. A description of risks associated with the Strategy can be found in the relevant offering or other disclosure documents where applicable. Copies of such documents are available upon request.

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