Global & International Equities

Regional & Specialist

Our capabilities extend to an array of high conviction regional and country funds in developed markets including Germany, Europe and Japan, in addition to specialist global resources funds.

AUM

$ 77.22 million as of September 30, 2024

Inception Date

1981

Vehicle Types

UCITS
Separate Account

Investment Philosophy

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 approach and a risk-aware portfolio construction process 
  • We utilize proprietary valuation models that incorporate ESG analysis and macro considerations

Our Value Add

  • 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

AUM

$ 96.73 million as of September 30, 2024

Inception Date

1983

Vehicle Types

UCITS
Separate Account

Investment Philosophy

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

Our Value Add

  • 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

AUM

$ 359.66 million as of September 30, 2024

Inception Date

1990

Vehicle Types

UCITS
Separate Account

Investment Philosophy

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

Our Value Add

  • 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

AUM

$ 112.40 million as of September 30, 2024

Inception Date

2009

Vehicle Types

UCITS
Separate Account

Investment Philosophy

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

Our Value Add

  • 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

AUM

$ 280.85 million as of September 30, 2024

Inception Date

1994

Vehicle Types

UCITS
Separate Account

Investment Philosophy

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

Our Value Add

  • 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

Richard Holroyd, CFA
Director
SooHai Lim, CFA
Head of Asia ex-China Equities

Portfolio Managers

James Govan, CFA
Investment Manager, Global Resources
Piers Aldred, CFA
Investment Manager, Global Resources

Portfolio Managers

James Govan, CFA
Investment Manager, Global Resources
Piers Aldred, CFA
Investment Manager, Global Resources
Investing Together

In our experience, the time invested in relationships, is time well spent.

We strive to improve every day—to innovate, to adapt, and to evolve alongside our clients—and to always remember the real-world impact of every investment decision we make.

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