Global dividend investing: Potential growth with resilience
Josh Duitz explains why he thinks global dividend investing is well suited to current economic conditions.
Active Equities
Investing to perform, engaging to transform
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.
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 change
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, analyzing 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.
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.
Always looking forward
Recognizing 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.
Utilizing 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.
Utilizing 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.
Our ESG approach to equity investing
We believe that ESG factors are financially material and can impact a company’s performance – either positively or negatively. Understanding ESG risks and opportunities, alongside other financial metrics, is therefore an intrinsic part of our research process.
We actively engage with the companies in which we invest with a top down Portfolio Construction Committee assessment of ESG risks by country. We screen out pipeline opportunities that do not fit with our ESG focus and objective and combine this with the insights of our investment managers, ESG equity analysts and central ESG investment team. This comprehensive approach means we can build a richer, more holistic view of each company. It also means we can consistently evaluate one company against another.
This is all part of our responsible stewardship of our clients’ assets – helping us mitigate risks, unlock opportunities and enhance potential long-term returns.
Sustainable investing
What we invest in today will determine the world we live in tomorrow.
In Focus
China A shares
The onshore equity market of the world’s second largest economy is deep and liquid. It is also dominated by sentiment-driven retail investors.
Small-cap equity
Smaller companies represent a big opportunity for investors. They make up too much of the global investment universe to ignore, and these nimble and often niche companies are worth noticing.