Quarterly Update
Watch the investment team recap this quarter.
(Note: As at April 2024).
ABOUT THIS STRATEGY
The strategy is high conviction and actively managed, investing in quoted equity securities of companies or real estate investment trusts (or equivalents) listed or traded on a regulated market. Supported by real estate experts based in Europe, Asia and North America, our primary strategy is long only and benchmark aware seeking moderate, but consistent, outperformance of the benchmark index.
INVESTMENT APPROACH
High-conviction
All-cap portfolio investing in REITs and property-related securities that seeks to deliver a truly active portfolio.
Differentiated approach
Differentiated approach to fundamental research, ESG integration and portfolio construction, focused on opportunities across the asset class, including alternatives and non-benchmark sectors.
Global team with local expertise
Experienced team of property specialists leveraging local insights and industry relationships, seeking to generate alpha.
Featured Insight
Equity Perspectives
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
