• investment strategies.
    • Equities

    equities.

    strategies
    strategies·sustainable·regional·thematic·performance and data·insights

    equity strategies.

    Our equity solutions are designed around rigorous, transparent investment approaches created to help you align portfolios to your clients’ goals.

    Aiming to optimise returns through in-depth research, stock-picking expertise, portfolio diversification and dynamic risk management, we offer a range of actively-managed portfolios.

    sustainable equities.

    Companies that we believe have the potential to profit from the transition to a more sustainable world. To view our Sustainable Finance Disclosure Regulation (SFDR) Classifications, click here.

    See our sustainable strategies:

    Planetary Transition

    Planetary Transition

    The defining mega trend of the 21st century.
    Circular Economy

    Circular Economy

    Harnessing the regenerative power of nature.
    TargetNetZero Equity

    TargetNetZero Equity

    Decarbonise, diversify and drive the transition.
    New Food Systems

    New Food Systems

    Capturing profit pools as the world transitions from old to new food systems.

    global, regional and country specific equities.

    Our experts seek high quality companies that they are convinced offer the strongest potential to meet strategy objectives.

    See our regional strategies:

    China High Conviction

    China High Conviction

    China is catching up – creating potential opportunities for discerning investors.
    Emerging High Conviction

    Emerging High Conviction

    A fund seeking to invest in attracting emerging market equities.
    Europe High Conviction

    Europe High Conviction

    This Sub-Fund aims to capture the diverse investment opportunities available.
    Continental Europe Family Leaders

    Continental Europe Family Leaders

    A portfolio of family-owned small caps.

    thematic equities.

    Investing in the mega trends likely to impact returns including the ageing population, the power of brands and healthcare and financial technology. 

    See our thematic strategies:

    Golden Age

    Golden Age

    The silver economy, a golden opportunity.
    World Brands

    World Brands

    Investing in the world’s most valuable brands.

    Find out more about our equity funds performance and data.

    more information

    insights.

    Domande chiave sulla strategia World Brands
    investment viewpointsInstitutional
    investment viewpointsInstitutionalWholesaleWorld Brands

    Key questions about World Brands

    This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

    LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate
    media releasesCorporate
    media releasesCorporatePlanetary TransitionSustainableequities

    LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate

    The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

    Forming convictions in circularity
    equitiesInstitutional
    equitiesInstitutionalWholesaleCircular EconomyHolistiQ

    Forming convictions in circularity

    Sustainability challenges are interconnected and complex. So are the opportunities. Our Transition Investment Summit engaged the audience to pinpoint investment areas advancing circularity.

    Investing in a new usage model to cut plastic packaging
    private assetsPlastic Circularity Strategy
    private assetsPlastic Circularity Strategyequities

    Investing in a new usage model to cut plastic packaging

    How can private-equity investments cut plastic waste? We consider a portfolio company providing concentrated and refillable personal and household products.

    Plastic waste: linear today, circular tomorrow
    private assetsAsset Management
    private assetsAsset ManagementInvestment strategiesDCDBBanksWholesaleOfficial institutionsThird party asset managersGeronne IndependantsInstitutionalConsultantsInsuranceFund of fundsEndowmentsSustainablePlastic Circularity Strategyequities

    Plastic waste: linear today, circular tomorrow

    Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

    Chinese equities: what’s on our wish list?
    equitiesAsset Management
    equitiesAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managersequitiesRegionalAsia high conviction

    Chinese equities: what’s on our wish list?

    The Asian countries we like the most in 2024 – India, Indonesia and the Philippines – have the strongest macro outlook in the region. In our latest Asian equities outlook, we explain why China isn’t among that group – and the measures we believe would best support growth. 

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