Sustainable Global Equity

Investment approach

The strategy is a high conviction portfolio that focuses on sustainable companies and limits itself to a maximum of 25 holdings. The foundation of our investment strategy incorporates our own ESG analysis and focuses on companies that have sustainable management practices, sustainable business drivers, sustainable valuations, and sustainable alignment with stakeholders. Portfolio companies have resilient economic moats and are able to earn high Returns on Invested Capital to compound wealth over time. We believe superior and sustainable long term returns are achieved by building a diversified portfolio that protects capital on the downside.

Key Characteristics

  • Long term focused portfolio with low turnover
  • High degree of capital preservation during falling markets
  • Rigorous downside stress test analysis
  • Nimble in our ability to invest in companies of all sizes
  • Actively manage position sizes to benefit from price dislocations
  • Investment team invests alongside clients