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.
High conviction, concentrated portfolio of best ideas
A high Active approach vs. a passive benchmark hugger
Liquid companies only and not unconstrained across sectors
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
Focus on businesses that are benefiting from or focused on thematic secular growth drivers
Disciplined risk management to protect and optimize portfolio returns
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