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Global Franchise Strategy

Seeks durable, defensive, differentiated alpha

Strategy overview

Investment Approach
Purist quality philosophy with strong valuation discipline, consistently applied 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

Target Return
Outperform the performance comparison index (net of fees) over a full market cycle

Clyde Rossouw
Abrie Pretorius
Elias Erickson
Paul Vincent

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

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)

Portfolio & Holdings

Date as of 31/12/2024
Index
Strategy
Estados Unidos
66.6
Europa excluido el Reino Unido
10.4
Mercados emergentes
9.8
Reino Unido
3.1
Extremo Oriente excluido Japón
2.3
Japón
4.8
Otros
2.9
Efectivo
Based on a related portfolio within the strategy with substantially similar objectives 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 in https://ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf.

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

Contact our client service teams.

Get in touch

Risks

Concentrated portfolio

The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.

Currency Exchange

Changes in the relative values of different currencies may adversely affect the value of investments and any related income.

Emerging Market (inc. China)

These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

Equity Investment

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.

Foreign Investment

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.

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.

Additional information on our investment strategies not found here (ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf) may be provided on request.

For more information on our Ninety One ESG Classification, please click here

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