Long-term investments in well-managed growth businesses
This long-term global equity growth strategy employs bottom-up stock selection, invests in around 100 stocks, and differs significantly from the global index. The portfolio is diversified across industries, regions and, more importantly, different types of growth, with broad holding sizes of 0.5%, 1% or 2%, depending on the team’s level of conviction in the company’s prospects.
Typical Number of Holdings: 70-120
Maximum Stock Position: 6%
Benchmark: MSCI All Country World Index
Objective: +2-3% p.a. over benchmark over rolling five year periods
HOW TO INVEST
This strategy is available on a segregated basis or through our Global Alpha Growth Fund.
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