Cashflow Solution
The team seeks to own companies that generate significantly more cash than they need to sustain their planned growth yet are lowly valued by investors on that measure and are run by managers committed to an intelligent use of capital.
Cashflow Solution Team
The Fund seeks companies with a market capitalisation of less than €5 billion at inception and that generate significantly more cash than they need to sustain growth yet are lowly valued by investors.
Cashflow Solution Team
The Fund takes long positions in companies that can generate strong cash returns from their capital and appear cheap on these cash flows and shorts companies that are expensive and struggling to generate cash.
Cashflow Solution Team
The Fund is managed by the Cashflow Solution team and seeks companies that generate significantly more cash than they need to sustain their planned growth, yet are lowly valued by investors on that measure. The Fund aims to deliver capital growth over the long term (5 years or more) by using the Cashflow Solution process to identify and invest in companies incorporated, domiciled, listed or which conduct significant business in Europe (the EEA, Switzerland and the UK).
Global Equities
The team believes there is a greater polarisation between the winning and losing companies as the former adapt to a world that is changing at an ever-increasing speed while the latter do not. This creates opportunities that the team seeks to exploit.
Global Equities Team
The Fund seeks to deliver capital appreciation over the long term by taking long, synthetic long and synthetic short positions, primarily in global equities and equity related derivatives.
Global Innovation
The team believes innovation is the single most important driver of stock returns and AI will drive a fundamental shift in economic dynamics over the next decade. The team manages three Article 8 funds.
Global Innovation Team
The Fund seeks to invest in innovative global leaders which are at the forefront of their industry and able to continually innovate to stay ahead. The managers seek to produce annual dividend growth.
Global Innovation Team
The Fund seeks to invest in one of two types of innovative businesses: disruptive innovators. These are companies with significant growth opportunities through applying new approaches to industries.
Global Innovation Team
The Fund invests in innovative disruptors and leaders in the technology sector. Leading companies, continually innovating to stay ahead and companies with major growth opportunities through innovation.
Sustainable Investment (Fixed Income)
The fixed income team dynamically manages the top-down positioning of their Article 9 fund, adjusting duration to reflect the economic environment. The team focuses on high-quality companies where the risk of default is low.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR invests in euro denominated investment grade corporate bonds or non-euro denominated corporate bonds hedged back into euros.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR invests between 90% to 100% in global equities, applying the Sustainable Future process to find the opportunities for sustainable investing in developed markets.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR aims to deliver capital growth, as well as some level of income, over the long term (5 years or more) through investing in global equities, bonds and cash.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR aims to generate capital growth by finding the opportunities for sustainable investing across Europe, including in UK-listed stocks.
Sustainable Investment Team
The Ireland-domiciled and Article 9 Fund under SFDR applies the Sustainable Future process to find the opportunities for sustainable investing in the US.
Global Fixed Income
The team seeks to take advantage of inefficiencies through a thorough understanding of the economic environment and detailed bottom-up stock analysis. They manage three Article 8 funds.
Multi-Asset Team
The Fund aims to generate a total return over the long term through a combination of income and capital by investing in global corporate and government bonds.
Multi-Asset Team
The Fund invests in high yield and selected investment grade bond and credit markets, seeking to take advantage of market inefficiencies through understanding the economic environment and detailed bottom up stock analysis.
Economic Advantage
The team seeks to identify companies that possess intangible assets which produce barriers to competition and provide a durable competitive advantage to sustain a higher than average level of profitability.
Economic Advantage Team
This is a Ireland-domiciled and multi-cap Fund that uses the Economic Advantage process to invest across the FTSE 100, FTSE 250 and the AIM indices to deliver capital growth over the long term (5 years or more).
Economic Advantage Team
The Ireland-domiciled Fund aims to deliver capital growth over the long term (5 years or more) by applying the Economic Advantage process, with the majority of the portfolio invested in FTSE 100 stocks.
Get in touch
Claude EwenInternational Sales Director - Germany and Austria
