The Value Opportunity
What does the future look like for Value investors post-COVID?
Is this the start of a new era for Value?
After more than a decade of growth leadership in equity markets, does the prospect of an extended period of rising rates and higher inflation finally create a better playing field for value stocks to outperform? With our Value expertise spanning over 30 years’ and more than US$225bn in client portfolios, we believe we can help you understand today’s evolving market landscape.
Please find the latest insights from our global teams below, as well as details of our range of specialist Value funds.
After more than a decade of growth leadership in equity markets, does the prospect of an extended period of rising rates and higher inflation finally create a better playing field for value stocks to outperform? With our Value expertise spanning over 30 years’ and more than US$225bn in client portfolios, we believe we can help you understand today’s evolving market landscape.
Please find the latest insights from our global teams below, as well as details of our range of specialist Value funds.
RELATED FUND
SICAV
Class I
ISIN
LU0859255472
An actively managed, conviction-based global portfolio of around 80-100 attractively valued companies. We invest across the value spectrum, from deep value through to higher quality, more defensive companies, seeking to deliver positive excess returns regardless of which value substyle is currently favoured by the market. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU1244138340
A focused, yet well-diversified, actively managed all-cap fund of typically 50-80 emerging markets companies. We seek to identify "forgotten" stocks that are under-owned and under-researched by mainstream investors, and which we believe are positioned to benefit from a fundamental re-rating. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU0133100338
An actively managed, best ideas portfolio of around 70-80 US large cap companies with hidden value and upside potential that we believe are overlooked by the market. We look for high quality companies with effective management teams where we believe they can materially improve the business.
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FACTSHEET
RELATED FUND
SICAV
Class I
ISIN
LU2187418350
An actively managed, highly concentrated, yet well-balanced, portfolio of 30-40 US large cap companies that we believe possess compelling valuations and the potential for fundamental improvement. We focus on higher-quality companies with strong brands, franchises, or assets that we think are undervalued. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
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FACTSHEET