We take a different approach to equity investing. We choose some of our top rated managers who only select their top 10-20 global equity ideas. This forms our compilation of each manager's favourite investment hits. By approaching equity investing differently, we seek to deliver higher returns, a better chance of reaching investment goals at a reasonable cost by benefiting from our scale.
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Can investors with a return-seeking portfolio do equities better, especially in an environment where lower equity returns are likely going forward?
The governance burden on investment committees or boards of trustees is substantial. The governance challenge, if unaddressed, can have unintended and undesirable effects on the management of the pension schemes.
We believe that in order to generate better returns than the crowd we must go beyond typical approaches. We have therefore established our equity investing beliefs to get more from active equity managers.
Equities valuations have generally been high across the board in recent years. Many options for investors look expensive in the global equities space. What can asset owners do in order to make effective returns without taking on too much risk, or diluting performance altogether?
Our video demonstrates how our approach to equity portfolios is similar to how you would create a playlist of your favorite songs.