Our 29-strong Global Equities investment team manages a range of long-only portfolios across active high conviction and systematic factor-enhanced investment solutions. At the heart of our investment philosophy is sustainability. We believe it is the founding principle of long term economic and investment outcomes. In doing so, we look to identify companies where the market is, in our view, undervaluing their ability to generate sustainable excess economic returns in the future.

our equities range.

high conviction equities.

We take a three-pillar investment approach to identify companies we believe to be more sustainable over the long-term, looking for 1) sustainable financial models, 2) sustainable business practices and 3) sustainable business models.

  • Emerging markets
  • Europe
  • Global thematic
  • Swiss equities

systematic equities.

Rules-based portfolios with carefully controlled tracking error and equal exposure across five well-documented factors: quality, value, momentum, low risk and small size – while simultaneously seeking meaningful, positive impact from an ESG perspective.

  • Global Responsible Equity
  • US
  • Europe
  • Switzerland
  • Emerging markets
  • Japan

We are able to create bespoke solutions through dedicated mandates that fit our clients’ specific objectives and constraints, thanks to our flexible infrastructure, powerful quantitative platform and rich tools.

emerging markets.

In a world of scarcer capital growth, major shifts in emerging markets create potentially valuable opportunities. Emerging markets, which include China, India and other fast-growing nations, look very different now compared a decade ago. 

Our Asia High Conviction and Emerging High Conviction strategies seek, through disciplined rigour, the most sustainable opportunities in emerging markets.


Europe is home to some of the world’s most recognised brands, leading innovators and dominant businesses. From best-in-class operators to trailblazers expanding in emerging markets, we think Europe has much to offer.

Our active strategies, such as Europe High Conviction, aim to capture the diversity of investment opportunities across the region.


A number of long-term trends, from global demographic shifts to disruptive forces, are reshaping the global landscape. These structural trends can provide rich and varied sources of potential outperformance, in our view.

Our specialist teams focus on multi-sector thematic universes that span population ageing (Golden Age) and consumer trends (Global Prestige).


Switzerland ranks highly in competitiveness, and is well known for its long record of stability and strong governance. Swiss equities provide a diverse multi-cap universe: from fast-growing small and mid-caps, to established industry leaders venturing into high growth emerging markets.

Our Zurich-based team applies their local expertise on a global horizon to identify the best Swiss equity investment opportunities

systematic strategies.

Lombard Odier IM’s systematic strategies combine the selection of best-in-class ESG companies with attractive financial characteristics. It offers a potentially cost-efficient way for investors to diversify their growth assets while being in better control of risk. 

Our approach covers is proprietary, transparent and scalable, allowing tracking error targets to be tailored to clients’ preferences.

Further insights

  • Positioning a portfolio for climate transition

    A climate transition is already underway and is creating transition-related risks and opportunities across sectors that stand to accelerate abruptly.

  • Golden Age in review 2019

    Golden Age in review 2019

    Over the course of 2019, Golden Age highlighted several key trends which were important to this ageing population strategy.

  • Optimising predictive patterns for portfolios

    How can mathematical models optimise portfolio construction? The Malamud model looks to find predictive relationships between signals and returns.