Globale und internationale Aktien

Internationale Aktien

Unsere internationalen Aktienstrategien (ohne USA) zielen auf langfristiges Kapitalwachstum ab. Wir sind bestrebt, sehr aktive Aktienportfolios mit hohem Überzeugungsgrad aufzubauen, die auf den stärksten Ideen unserer Research-Plattform beruhen.

Verwaltetes Vermögen

$ 827,42 Millionen – Stand September 30, 2024

Datum des Inkrafttretens

2012

Vehikel

Separate Account
Commingled Fund

Investitionsphilosophie

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve ttractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
  • We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis

Unser Mehrwert

  • Our diversified global team of 50+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

Verwaltetes Vermögen

$ 16,04 Millionen – Stand September 30, 2024

Datum des Inkrafttretens

1980

Vehikel

Separate Account
Commingled Fund

Investitionsphilosophie

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
  • We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis

Unser Mehrwert

  • Our diversified global team of 50+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

Verwaltetes Vermögen

$ 448,55 Millionen – Stand September 30, 2024

Datum des Inkrafttretens

2000

Vehikel

Separate Account
Commingled Fund

Investitionsphilosophie

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
  • We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis

Unser Mehrwert

  • Our diversified global team of 50+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

Verwaltetes Vermögen

$ 948,56 Millionen – Stand September 30, 2024

Datum des Inkrafttretens

2011

Vehikel

Separate Account
3 (c) (7)

Investitionsphilosophie

Our investment philosophy reflects our understanding that equity markets are inefficient and risky, and we believe that over the long term, stock selection can add value

  • Our Growth at a Reasonable Price (GARP) approach seeks to identify companies that we believe are mispriced on a longer-term basis
  • We seek to achieve attractive risk-adjusted returns through a disciplined, bottom-up investment process and risk-aware portfolio construction
  • We utilize proprietary models to incorporate ESG analysis and macro considerations and value companies on a long-term basis

Unser Mehrwert

  • Our diversified global team of 45+ investment professionals produces proprietary company research that drives our stock selection
  • We focus on a five-year research horizon, as we believe market inefficiency is more pronounced over this period
  • Our Cost of Equity (COE) captures and quantifies systematic and idiosyncratic risk and incorporates these into our valuation and setting of price targets
  • ESG analysis is fully embedded into our investment process, which means it influences both our qualitative assessment and final COE of a company
  • Proprietary portfolio construction tools support our stock selection and risk management, enabling us to potentially deliver high risk-adjusted returns

Portfolio Managers

Jonathan Greenhill
Managing Director, Global Equities—Head of Japan
Matthew Ward
Head of Global Technology Equities

Portfolio Managers

Jonathan Greenhill
Managing Director, Global Equities—Head of Japan
Matthew Ward
Head of Global Technology Equities

Portfolio Managers

Jonathan Greenhill
Managing Director, Global Equities—Head of Japan
Matthew Ward
Head of Global Technology Equities

Portfolio Managers

Jonathan Greenhill
Managing Director, Global Equities—Head of Japan
Matthew Ward
Head of Global Technology Equities
Gemeinsam investieren

Unserer Erfahrung nach ist die Zeit, die in Beziehungen investiert wird, gut investierte Zeit.

Die in Beziehungen investierte Zeit ist unserer Erfahrung nach gut investierte Zeit. Wir möchten uns jeden Tag verbessern, innovativ sein, uns anpassen und uns gemeinsam mit unseren Kunden weiterentwickeln—und stets die realen Auswirkungen jeder unserer Anlageentscheidungen berücksichtigen.

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