The primary objective of the strategy is to achieve long-term capital appreciation through investment in a portfolio of high-quality equity or equity-related securities of issuers throughout the world.
We believe that growth drives returns, quality protects against downside and valuation matters. This philosophy is applied through a fundamental bottom-up stock selection-based process which creates concentrated portfolios of stocks that have significantly better quality and growth characteristics than the market average but are not overvalued at the time of purchase. The portfolio typically consists of 15 to 30 names.
Related StrategiesProspectus Series I