This all-cap strategy comprises 25-35 exceptional European companies that we expect to grow over the long-term, delivering attractive total shareholder returns.  Our belief is that persistence matters more than speed – we only focus on durable franchises. In our fundamental company research, we look for three key criteria: defendability, repeatability and scalability. The resulting portfolio is concentrated, with low turnover and high active share.

This all-cap strategy comprises 25-35 exceptional Continental European companies that we expect to grow over the long-term, delivering attractive total shareholder returns. Our belief is that persistence matters more than speed – we only focus on durable franchises. In our fundamental company research, we look for three key criteria: defendability, repeatability and scalability. The resulting portfolio is concentrated, with low turnover and high active share.

This all-cap strategy comprises 30-40 exceptional Global companies that we expect to grow over the long-term, delivering attractive total shareholder returns. This all-country portfolio can invest in both developed and emerging market companies. Our belief is that persistence matters more than speed – we only focus on durable franchises. In our fundamental company research, we look for three key criteria: defendability, repeatability and scalability. The resulting portfolio is concentrated, with low turnover and high active share.