With one of the widest offerings available in developed equities, we provide clients with a choice of solutions to suit their specific investment needs and objectives. Common across all our equity expertise is a culture of excellence, based on a strong client focus.
Europe Equity – Large Cap
Our European Large Cap Equity team is based in London. Actively managed, our large cap European equities strategies aim to outperform their benchmarks over the long term, primarily through our investment team’s innovative analysis of industry structure.
Our Global Sectors team is based in Boston. It focuses on bottom-up stock selection within a sector and it combines systematic quantitative and fundamental research.
The Global Equity team is led by seasoned investment professionals and is based in London. The team adheres to a fundamental, bottom-up investment approach, seeking under-appreciated financial productivity and/or growth.
Global Listed Real Estate
Our experienced Global Listed Real Estate aims to exploit the opportunities that exist in listed real estate markets worldwide for alpha generation through a combined top-down country allocation and bottom-up stock selection process. The team is centralised in Amsterdam allowing it to invest efficiently, effectively and decisively.
High Income Equity
The High Income Equity team is based in Louisville (Kentucky), Hong-Kong and Amsterdam. It covers North-American, Asian and European stocks respectively. The team believes that a contrarian investment strategy focused on high, sustainable and increasing dividends can outperform the market and add value to its clients over time.
Low volatility Equities
Our Equity low-volatility strategies are managed by our Paris-based Quant Equity Management, part of THEAM, our partner specialised in capital protection, indexed and model driven investments. These risk-based strategies aim to exploit the low-volatility anomaly to produce superior returns and better risk-adjusted returns than traditional market capitalisation-weighted portfolios over the long run while reducing risk.
US Equities – Large & Small Caps
Our US equities team is based in Boston. It focuses on bottom-up stock selection across our portfolios as it believes there are more opportunities in the US to add value at the stock level than the sector level. Furthermore, it combines systematic quantitative and fundamental research to maximise the chance of outperforming the broad US market.
The Australia Equities are managed by Arnhem Investment Management, our Australian Equity fund manager based in Sydney. It has over 150 years of combined investment experience. Investment approach is focused on delivering value through in-depth industry structure analysis and our company research with a preference for industries and companies with above average long term growth prospects.
The Parvest Equity Japan fund is managed in-house, receiving investment advice from Mitsubishi UFJ Asset Management. The strategy has a core value, fundamental, bottom-up approach investment approach, and is based on the belief that market inefficiencies exist where a stock’s value is not properly understood by the market. Research is conducted by a Tokyo-based team of investment professionals.
Europe Equity – Micro, Small & Mid-Caps
The Paris based European Small & Mid-Caps Equity team is fully dedicated to this asset class and relies on a bottom-up stock selection process combining a proprietary quantitative screening tool with a disciplined fundamental research approach. The stock selection aims at minimising volatility by avoiding the most illiquid stocks and maximising return by focusing on stocks presenting the best growth-versus-valuation profile.
Our Nordic equity strategies are managed by Alfred Berg, our partner specialised in Nordic & Emerging Europe investments. The core of the Nordic Large Cap Equity team is based in Oslo and the core of the Nordic Small Cap team is based in Stockholm. With local presence in Finland, Norway and Sweden we are well positioned to identify good investment opportunities in the region. We strive to add most value through stock picking locally.
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay.