Highly Disciplined and Systematic

Our Strategies

We offer five strategies: Global Unconstrained, Global Constrained, International ex-US, Global Smaller Companies and Global Emerging Markets

Global Equity Unconstrained

Our Global Equity Unconstrained Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: 100-150 stocks

Indicative tracking error: 5-8%

Global Equity Constrained

Our Global Equity Constrained Strategy follows an index conscious approach.

Objective: to outperform the MSCI World Index by more than 2.5% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: 80-120 stocks

Indicative tracking error: 3-6%

International (ex-US) Equity

Our International (ex-US) Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World ex-US Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all global (ex-US) stocks with a market cap of over $1bn and average daily volume of at least $5m

Typical number of holdings: 80-150 stocks

Indicative tracking error: 5-8%

Global Smaller Companies

Our Global Smaller Companies Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World Index by more than 3% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap between $0.25-$5bn, and average daily volume of at least $1m

Typical number of holdings: ca.200 stocks

Indicative tracking error: 5-8%

Global Emerging Markets

Our Global Emerging Markets Strategy follows an index unconscious approach.

Objective: to outperform the MSCI Emerging Markets Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all emerging markets stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: circa 70-100 stocks

Indicative tracking error: 5-8%

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