We have fostered a strong team dynamic and our collective knowledge and experience are powerful tools for delivering investment performance. Our Portfolio Managers are seasoned investors with a broad skillset and significant accumulated knowledge, built up over many market cycles, which is brought to bear on our investment decision making. In addition, our newer analysts bring fresh ideas, while working hand in hand with the Portfolio Managers to research key long-term investment themes.
We operate a flat structure where all our Portfolio Managers have a dual role that combines investment analysis and portfolio management responsibilities. Within this structure, we actively challenge the ideas and research of colleagues throughout the Future Quality investment process in an open atmosphere of vigorous debate and constructive deliberation.
There is joint accountability for performance, as we take collective responsibility for approving companies for client portfolios. It is in everyone’s interest to ensure that the investment analysis is thorough, and no stone is left unturned in the search for Future Quality.
ESG and stakeholder analysis are undertaken directly by our team’s Portfolio Managers and fully integrated into the overall stock-picking process – a further crucial strength in our investment approach. During our Four-Pillar research process, we each have a responsibility to understand the ESG opportunities, issues and characteristics influencing potential holdings, while also considering how these could impact a company’s risk-return potential. This responsibility rests well with the team because of the breadth and depth of our analysis – we are specialists in the companies and industries we cover and can understand and evaluate the key ESG factors that may influence a company’s potential to generate attractive returns.
Our open culture of mutual respect allows our process to thrive, encourages independent thinking and leads to robust, constructive assessment of businesses under review. This process produces a portfolio tilt towards growth and quality.