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Our views 25 March 2025

A universal approach to global equities - focused on the fundamentals

1 min read

Scouring an investment universe with over 6,500 companies can seem like a momentous task alongside the uncertain macro backdrop of geopolitical tensions and volatile markets.

With years of investment experience and a robust systematic framework, the Life Cycle approach helps our Global Equities team to analyse opportunities in the market to identify those companies that they believe will deliver wealth creation.

Their unbiased views on growth versus value help to identify current market prices which then lead to generate bull and bear case scenarios analysing these outcomes. The robust, in-depth process enables the Global Equities team to test the most attractive prospects ensuring they invest in what they believe to be the best opportunities through all market conditions.

Join Paul Schofield, Head of Global Equities, Francois de Bruin, Fund Manager and Matt Kirby, Fund Manager on Wednesday 14 May at 2pm for this live CPD accredited webinar, where they will discuss:

    • How the Life Cycle approach enables the team to search the whole investment universe for opportunities
    • The stock picking advantage from Life Cycle-specific assessments that generate shareholder wealth creation
    • Why the benefits of this style of portfolio construction have never been more relevant than in current markets

Register now

Asset management excellence with a longer-term perspective.

 

For professional investors only.  This material is not suitable for a retail audience. Capital at risk. This is a financial promotion and is not investment advice. Past performance is not a guide to future performance. The value of investments and any income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. Portfolio characteristics and holdings are subject to change without notice. The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.