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U.S. Equity
The U.S. Equity Focus Strategy is an actively managed, high-conviction, research-driven strategy.
It is driven by an experienced team of industry experts with a robust investment philosophy, and an investment process embedded with ESG analysis and risk management.
About the investment team
Our purpose is to make a positive difference to our clients through responsible long-term investment.
We take an ‘ownership’ mind-set to drive ESG integration and active engagement, constructing risk-aware portfolios which aim to deliver attractive risk-adjusted returns.
We understand that strong businesses vary by industry, and our portfolio managers have over 250 years’ cumulative experience across sectors. We believe that this makes us ideally positioned to identify companies with winning business models, which are responsibly managed and have compelling valuations.
We use industry analysis to identify great businesses within their competitive set before assessing them using our Competitive Dynamics framework. We assess all four pillars prior to valuation:
Winning business model:
Each business in the portfolio has a distinct, hard-to-replicate element that gives it a sustainable edge over its competitors.
Each business in the portfolio has a distinct, hard-to-replicate element that gives it a sustainable edge over its competitors.
End-market growth:
We believe that a company with a winning business model able to take market share will amplify the amount of value creation if it is exposed to growing end markets.
We believe that a company with a winning business model able to take market share will amplify the amount of value creation if it is exposed to growing end markets.
Market share opportunity:
We pay close attention to the industry structure and nature of competition and expect a company with a true edge over competitors to expand, or at least maintain, its market share.
We pay close attention to the industry structure and nature of competition and expect a company with a true edge over competitors to expand, or at least maintain, its market share.
Strong management and ESG practices:
ESG factors are non-traditional sources of risk and opportunity which form part of every fundamental assessment. We want to partner with responsible management teams who can both operate the business effectively on a day-to-day basis and position it strategically over the long-term.
ESG factors are non-traditional sources of risk and opportunity which form part of every fundamental assessment. We want to partner with responsible management teams who can both operate the business effectively on a day-to-day basis and position it strategically over the long-term.
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