US Equities
Highlighting the opportunities across the US
We believe our clients’ goals are too important to be managed on autopilot. Going beyond the numbers is only possible with depth and breadth of resource – we don’t just sit behind the desk. We believe performance dispersion in US equities brings opportunities for our long-term, long-established strategic investment approach. Find out more about our US strategies here.

US Equities

Discover how we are ideally positioned to deliver opportunities across a range of US equities
RELATED FUND
SICAV
Class I
ISIN LU0174119775
An actively managed, pure growth portfolio of typically between 60-75 US large cap stocks with diversified exposure across industries. We seek to invest in competitively-advantaged businesses at various stages of their corporate life-cycle, leveraging innovation and change to drive rapid growth in earnings and cash flow.
View More...
RELATED FUND
SICAV
Class I
ISIN LU0429319774
An actively managed, best-ideas portfolio invested in approximately 50-60 large cap US companies, irrespective of style. The portfolio is tilted opportunistically between growth and value in respect to changing market conditions and investment opportunities.
View More...
RELATED FUND
SICAV
Class I
ISIN LU0133096981
We utilise the full opportunity set from deep value to aggressive growth companies; out-of-favour companies with strong potential for improvement, or companies that may appear fully valued, but whose long-term growth potential is underappreciated. Identification of a value creation catalyst is key. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
RELATED FUND
SICAV
Class I
ISIN LU0133100338
We focus on relative value, searching for companies with solid businesses, strong balance sheets, and durable earnings profiles that are inexpensive relative to their history, sector or the market. We balance our valuation analysis with qualitative factors to identify the most compelling valuation opportunities. The manager is not constrained by the funds benchmark, which is used for performance comparison purposes only.
View More...
RELATED FUND
SICAV
Class I
ISIN LU0133088293
An actively managed, broadly diversified portfolio of typically 75-125 stocks of large and medium sized US "blue chip" companies. We seek to identify "all-season" growth stocks that offer the potential to deliver sustainable returns through differing market cycles.
View More...