What makes a defensive asset?

An actively managed, analyst-driven portfolio of 200-275 stocks reflecting the team’s view of the most attractive risk-adjusted opportunities across the US equity market. 

An actively managed, widely diversified portfolio of around 150 to 200 smaller capitalisation companies (below c. US$18 billion market cap) in the US. We have a core style orientation that maintains broad exposure to both growth and value stocks. 

An actively managed, all-cap portfolio of typically 80-100 stocks. The fund is designed to capture our best US equity ideas across market caps and styles.

A globally diversified portfolio of bonds of all types from a wide range of issuers around the world, including emerging markets. The fund seeks to generate stable income. 

An actively managed, high conviction global equity fund for which we seek to identify companies on the right side of change. The portfolio consists of typically 60-80 stocks representing our most compelling bottom-up growth ideas, often derived from technological innovation and secular disruption. 

An actively managed dual mandate portfolio which simultaneously seeks both benchmark outperformance and positive environmental and social impact by investing in durable, growing businesses with measurable impact criteria.

An active, style agnostic, high conviction and risk-managed global equity strategy that aims to deliver positive excess returns. Typically invested in 30-45 mid-large cap companies, the fund seeks to invest in strong businesses with durable competitive advantages across a wide spectrum of disruptors, secular growers, and cyclicals/turnarounds.

An actively managed, analyst-driven portfolio of 750-1,000 stocks reflecting the team’s view of the most attractive risk-adjusted opportunities across the global equity market, including emerging markets.