LO Funds
Golden Age

LO Funds - Golden Age is an actively managed long-only global equity strategy launched in November 2009. It invests in companies deriving a significant portion of their revenues from the ageing population theme. It has a bias towards developed markets and towards the Healthcare, Consumer and Financial sectors. It seeks to outperform the MSCI World TR ND index over the long-term. The investment approach combines a fundamental bottom-up approach with a top down overlay to create a high conviction portfolio of around 40-60 positions. It focuses on names which should outperform the broader market on a sustainable basis and invests only in cash-flow positive companies that avoid significant binary risk.

The portfolio contains companies that, taken together, provide growth, quality, stability and predictability. It seeks to invest in high quality companies with sustainable financial models, business practices and business models showing resilience and the ability to evolve and benefit from long term structural trends using LOIM proprietary ESG and Sustainability Profiling tools and methodologies.