We aim to generate excellent long-term investment performance in emerging market equities for institutional.
Our primary focus is on identifying and investing in high-quality companies, which we characterise as those with a persistent capacity to generate sustainable excess returns.
ESG factors are integrated into our investment process as part of the ongoing qualitative judgement of a company’s sustainable competitive advantage.
We are a bottom-up investor and our investment approach lends itself naturally to the integration of ESG factors at the company level.
We recognise that ESG factors can expose potential investment opportunities and risks, reflect the quality of management and impact a company’s financial performance.