Capital at risk
Powerful growth rewards patience
Emerging Markets Q4 investment update
Investment manager Mike Gush and investment specialist Andrew Keiller give an update on the Emerging Markets Leading Companies and Emerging Markets All Cap strategies covering Q4 2023.
Finding world-class companies
The quality of companies in the opportunity set is increasing, growth is on offer, yet due to external factors and risk perceptions we can invest in many of these at what look like very low prices.
Meet the managers
Portfolio construction group
Philosophy and process
Explore our investment philosophy and the processes around how the team constructs the portfolio.
Get the latest investment commentary, portfolio overview, transactions and performance information alongside governance engagement and voting.