Investment Approach

• An actively managed, style-balanced, high conviction global equity portfolio that aims to deliver consistent, positive excess returns against the MSCI World Index Net over a full market cycle.
• Seeks to invest in strong businesses with durable competitive advantages across a wide spectrum of companies.
• Primary focus on profitable, mature businesses in mid to large cap securities that we believe have sustainable moats and competent management.
• “No Excuses” Style – The Strategy’s style-balanced approach enables opportunities to add value in both growth and value style environments, and we aim to position the portfolio to be on both the offense and defense to potentially outperform in any environment. We believe the Strategy’s ability to participate in opportunities across the market reduces the need to “call the right factor” when there is much less certainty about the outlook for inflation, central bank policy, and economic outcomes.
• Macro and Factor Neutrality – We believe scrutinized security selection while minimizing macro and factor exposure can drive active performance. We seek to add value with the insights of the global research platform and the portfolio manager’s experience.