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the north americaN equity Fund
Objective
Objective
Objective
The Fund aims to achieve long-term growth of capital primarily through investment in securities quoted on markets in North America. In order to achieve the Fund's objective, the strategy invests in a wide range of companies, large and small, which reflect growth opportunities in various sectors of the North American and global economies
Why?
Objective
Objective
We believe growing companies exposed to longer-term secular growth drivers that create value and which trade at a discount to intrinsic value will outperform over the longer term.
Our approach works as we focus on business that are benefiting from or focused on thematic secular growth drivers – in other words, they are in the ‘right’ part of the equity market. However, we will only buy those companies if that growth potential is not fully reflected in the valuation. It is also important that the companies demonstrate a record of value creation or we believe have the potential to create value.
At the stock level, our internally developed artificial intelligence platform helps us to identify North American companies which have exposure to longer-term thematic secular growth drivers
How?
Objective
How?
High active share with a growth style biasExposure to secular growth through a diversified blend of high-conviction holdings with attractive thematic attributes
The combination of using AI to identify opportunities and the fund managers’ experience gives us a competitive edge
Managed by an institutional-quality team with proven experience in thematic investment
One of the longest serving US equity fund managers in the UK
Fund Literature
North American Equities Q1 2025 (pdf)
DownloadPast performance is not a guide to future performance.
Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.
The Fund invests mainly in North America, movements in exchange rates may result in frequent rises and falls in the Fund's share price. Exchange rate changes may cause the value of investments to go down as well as up
Important Information - For Professional Investors Only
Disclaimer
Landseer Asset Management UK LLP is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom which can be contacted at 12 Endeavour Square, London E20 1JN. Landseer is registered on the financial services register with firm reference number 951602 Landseer Asset Management (UK) LLP. Strictly Confidential. For professional investors only. Not to be distributed without approval. Past performance is not a guide to future performance. Capital is at risk. The value of investments may fall as well as rise. The material provided is for information purposes only and should not be construed as advice.
Issued by Landseer Asset Management (UK) LLP (“LAM”). LAM (FCA no. 951602)
Subject to regulatory approval, the Landseer Fund will be classified as an Article 8 Fund under the EU Sustainable Finance Disclosure Regulation (SFDR) in Q4 2021. The information provided in the ESG section of this website has been prepared on this basis but no guarantee can be provided that the Fund will be classified as an Article 8 Fund or as to the timelines in respect of the Article 8 classification.The information contained herein (the “Information”) is for the exclusive use of the intended recipient(s) and the accessing, reproducing or distributing of the Information by any other person is unauthorized and may be unlawful. LAM disclaims all liability for any loss or damage resulting from the receipt or use of the Information and does not warrant as to the completeness or accuracy of the Information. The Information does not constitute: (i) a binding legal agreement; (ii) legal, regulatory, tax, accounting, investment or other advice; (iii) an offer, recommendation or solicitation to buy or sell shares in any fund or any security, commodity, financial instrument or derivative linked to, or otherwise included in, a portfolio managed or advised by LAM; or (iv) an offer to enter into any other transaction whatsoever.
Any performance information presented represents past performance. Past performance is no guarantee of future results. LAM (partnership no. OC431777) is a limited liability partnership registered in England and Wales.
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