Strategy
Investment Approach
- ESG integrated approach that employs fundamental analysis to seek to identify companies with sustainable growth in earnings, cashflows and return on capital.
- Focus on franchise strength, management team quality, free cash flow, and financing/balance sheet structure.
- Verify relative valuation appeal versus both local market and region.
- Incorporate macro views in bottom-up analysis to the extent possible.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
Appropriate for aggressive long-term investors looking for diversification benefits.