Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets.
Risk warning
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Putting quality first
We aim to deliver long-term results for our clients by identifying and investing in quality companies and future leaders. Assessing quality is the starting point. We rate every company against our strict criteria to uncover strong business models, clear competitive advantages, industry leaders and innovators.
Fundamental research, supported by our global presence and proprietary tools, aims to allow us to identify investment opportunities ahead of the broader market and deliver differentiated portfolios of best ideas to our clients.
Powering positive engagement
Environmental, social and governance (ESG) analysis and company engagement is integral to our equity process for managing risk and potentially generating positive returns. Using proprietary ESG ratings and other tools, we rate companies on ESG opportunities and risks, analysing their financial materiality.
Once invested in a company, we are active, engaged owners driving positive action. We focus on constructive dialogue to drive improvements and have clearly set milestones for measuring success.
Outcome-driven investment
Recognising the breadth of our clients’ investment objectives, we offer a range of distinctive, differentiated equity investment solutions. Through our global extensive research presence, we provide a broad range of client-focused strategies that include Sustainability, Income and Small and Mid-Cap investment strategies.
Utilising our deep fundamental knowledge of companies, we look to construct portfolios that are highly differentiated from the benchmark and carefully risk-managed. The result is high-conviction portfolios that aims to meet our clients’ needs, with robust risk-adjusted returns.