Andy Hall and Emily Roberts, fund managers, introduce the Global Equity Core Strategy, their experiences of running the strategy to date as well as their philosophy and process.
We are bottom-up stock pickers that seek to identify quality companies at attractive prices, run by aligned managers. We invest across sectors and industries, building high conviction, diversified portfolios that are focused on long term client outcomes.
Global equities: Thinking outside the Magnificent Seven
The Magnificent Seven – the supercharged stocks named after the classic Western movie – delivered outstanding returns in 2023. Stephen Anness discusses how his top seven holdings combined to match them.
Restructuring Proposals
As described in the announcement of 14 December 2023, the Invesco Select Trust Plc Board has undertaken a review of the Company and its strategy...
Global equities stock spotlight: 3i – home of one of Europe’s gems
We believe that we are most likely to deliver consistent performance by focusing on quality, cashflow and price. To illustrate this, we turn the spotlight on multinational private equity firm 3i.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. The Strategy may use Stock Connect to access China A Shares traded in mainland China. This may result in additional liquidity risk and operational risks including settlement and default risks, regulatory risk and system failure risk. The Strategy may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the Strategy. The Manager, however, will ensure that the use of derivatives within the Strategy does not materially alter the overall risk profile of the Strategy.
Data as at 01/05/2024 unless stated otherwise. Views and opinions are based on current market conditions and are subject to change.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
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