A high conviction strategy seeking to exploit the opportunities of European equities
Investment Approach
We seek to combine fundamental research with insights derived from our machine learning alpha model to unlock alpha, while considering sustainability without bias
Investment Opportunity
Exposure to high conviction European equities
Investment Universe
Invests in equities either listed or domiciled in Europe or which carry out a significant amount of their economic activity in Europe
Target Return
Outperform the performance comparison index (net of fees) over a full market cycle
Provides exposure to businesses with intangible moats and accelerating secular tailwinds
Investment process aims to capitalize on behavioural bias inefficiencies to express bottom-up views that are distinct from the index
Multi-factor investment process focused on active, bottom-up stock selection aiming to deliver long-term risk-adjusted returns
ESG integrated into the investment process to help mitigate ESG risk and/or catalyse an alpha-positive outcome
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.
Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that, in certain market conditions, the value of the portfolio may decrease whilst more broadly-invested portfolios might grow.