EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

vd-icon_Currency_CashUSD

$237.1bn
Equity assets under management

vd-icon_People_3_Group v3

153
Equity investment
professionals

vd-icon_Bulleye_Target v3

19
Average years’
experience

As at September 30, 2024

<span class="notranslate">no data</span>

$237.1bn
Equity assets under management

153
Equity investment
professionals

19
Average years’
experience

As at September 30, 2024

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

HFQIX

Global Equity Income Fund

A high-conviction strategy that targets high, dependable income from high-yielding, high-quality global equities.

JMGRX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential.

JSMGX

Triton Fund

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Insights

Global Perspectives: U.S. Investment Outlook 2025

Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.

More lights are turning green for listed real estate in 2025

Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.

A US small-cap awakening: Positive momentum for 2025

Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.

Advisor insights
Sign up to get relevant content delivered straight to your inbox.