Global Equities

High conviction global stock picking
The financial world is full of investors chasing short term-profits. We resist this temptation by ensuring a long-term perspective to identify the best opportunities worldwide. We navigate these complex and diverse global stock markets by identifying global trends and themes. This supports our efforts in selecting what is relevant, but also what to avoid for the long-term investor.

We dare to be different. Our extensive global experience allows us to deviate from consensus thinking and focus on what is most important.

Selecting the best companies for you
A concentrated portfolio ensures that every single stock we select makes a difference to your investment returns. Our experience in managing focused portfolios has shown that a carefully constructed portfolio of 25 to 30 high conviction stock picks ensures sufficient risk diversification.

We believe that earnings growth is the key long-term driver of share prices. Our skills and expertise to capitalise on long-term trends and thematic tailwinds help us capture the sustainability of this earnings growth.

We have a stable and experienced global investment team. This together with our consistent and transparent investment approach has delivered successful results for our clients over the long term.

Our commitment to you
We are committed to continuously exploring global trends and themes and identifying exciting investment opportunities going forward. We are convinced that the key to success and achieving superior investment returns is an active and focused approach.

We offer you:

• High conviction stock picking
• Thematic based investments from Global insights
• Proven investment approach since 1986
• Lasting investments that make a difference

Our ambition is to be a leading global equity investor and we look forward to making a difference for your investments.

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