Capital at risk
The US is a wonderfully innovative but surprisingly inefficient market, producing more growth companies than anywhere else. We aim to find you its exceptional opportunities.
Why invest in US growth equities?
Only a small handful of companies matter. Remarkably, just 90 out of nearly 26,000 firms listed in the US stock market created half the $35tn of gains made between 1926 and 2016. Putting your cash in a savings account would have given you a better return than holding the average company. It makes a nonsense of the efficient-market hypothesis that stocks trade at fair value. Instead, exceptional growth companies drive long-term market returns. Technological progress should ensure this continues.
How do we invest in US growth equities?
We have over a century’s experience backing US innovation. Today, more than 40 analysts from across the firm feed ideas to our US equities teams, providing a global perspective.
We’re dedicated to identifying future outliers. And we believe the potential upside of finding great companies and patiently holding onto them is nearly unlimited. This focused approach gives us a competitive edge.
US growth equities strategies
US AlphaWe focus on growing businesses across diverse opportunities that we hope will drive exceptional returns over time.
US DiscoveryTransformative investing: Capturing early opportunities in small-to-mid cap firms with potential for growth and success.
US Equity GrowthInvesting in innovative, high-growth US companies that we believe may be at the forefront of global change.
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.