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Click each section below for more information on our strategies

We offer concentrated best-idea portfolios, managed by talented investors in an environment constructed for them to succeed

Flexible investment Platform

Flexible investment Platform

Click each section below for more information

Emerging Market Equities

Global Emerging MarketsGlobal Emerging Markets ex China

Available Strategies

Learn More

Our long-term concentrated, approach seeks to invest on a multi-decade horizon to deliver sustainable long-term returns.

Emerging Market Equities

Distinctive collaborative approach to high-conviction emerging markets investing

Click each section below for more information

Global LTUEquities

  • Global Long-Term Unconstrained
  • Global Long-Term Unconstrained ex Australia
  • European Long-Term Unconstrained
  • US Long-Term Unconstrained
  • International Long-Term Unconstrained

Available Strategies

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Investing in quality growth companies, to harness long-term structural growth opportunities aligned to the three mega-trends of Demographic Changes, the Future of Technology and Resource Scarcity.

Global LTU Equities

Long-term alpha generation from the world's strongest companies

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Impact Equities

  • Improving Society

Available Strategies

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Our socially-focused impact strategy aims to positively address the problem of human inequity. We do this by investing and engaging to improve fair treatment, access, opportunity, and advancement for all people.

Impact focussed and actively managed strategy

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Listed Real Assets

Providing investors with an opportunity to tap into the multi-decade megatrend opportunity of urban population growth.

Blending the best listed Real Asset opportunities across Infrastructure, Utilities and REITs

Listed Real Assets

  • Global Real Income
  • Asia Pacific Real Income
  • Australian Real Income
  • Property Securities

Available Strategies

Learn More

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Aiming to provide a sufficient retirement income stream, wealth accumulating portfolios with differing risk profiles, portfolios with client-specific exclusions or low carbon.

Australian Equities

Leading innovator of Australian Equity, Real Asset and Multi-Asset Strategies

Australian Equities

  • Active Insights
  • Sustainable Equity
  • Value Equity
  • Green Value
  • Dynamic Value

Available Strategies

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  • Equity Income
  • Diversified Growth
  • Diversified Income
  • Tactical Allocation

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UK Equities

  • UK Equity Income
  • UK Mid-Cap
  • UK Smaller Companies
  • UK Rising Dividends
  • UK Managers' Focus

Available Strategies

Learn More

Managing portfolios since 1995, studious company analysis is rooted beneath our carefully constructed, high conviction strategies which are all underpinned by a long-term investment view.

Common sense investors committed to UK Equities