equities.

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:

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:

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:

Key questions about World Brands
investment viewpoints Institutional
investment viewpoints Institutional Wholesale World 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 releases Corporate/brand
media releases Corporate/brand Planetary Transition Sustainable Equities

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
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Circular Economy HolistiQ

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
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainable Plastic Circularity Strategy Equities

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
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainable Plastic Circularity Strategy Equities

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?
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Equities Regional Asia 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.