Investment Process
The Manager’s investment process is structured to enable a cohesive team of experienced Portfolio Managers to generate fundamental research insights and, subject to rigorous challenge, express those insights in the portfolio. As long-term investors, they believe a crucial indicator of investment quality is the sustainability of companies’ business practices. This includes the impact on the environment, society, employees and shareholders.
Our Process
Constructive Challenge
Research
& Idea Generation
Investment Team
- Country & region research
- Sector research
New Stock ideas
Investment
Analysis
Investment Team
- Investment thesis & risks
- Quality assessment
- Valuation & returns dispersion
- Research insight
Investment Case & Valuation Model
Portfolio
Construction
PMs
- Expected return
- Quality rating
- Conviction
- Correlated holdings
- Investability
PM Recommendation
Portfolio
Management
PMs PCT*
- Correlated risks analysis
- Risk management
- Liquidity management
- Cash management
Portfolio Holding
* The Portfolio Coordination Team (PCT) comprises three PMs and the independent Investment Risk Manager