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Global Financials Fund

Seeks to invest in companies that benefit from secular trends in the financial services industry.

Overview

INVESTMENT OBJECTIVE

To achieve long-term capital growth. The fund will invest principally in the securities of financial services companies both in the UK and internationally.

ABOUT THIS FUND

  • Aims to achieve long-term total return primarily through investments in financial services firms around the globe.
  • Seeking to invest with conviction in companies with durable competitive advantages that are identified by a global team of investment talent.
  • Seeks to invest across asset classes wherever the most compelling opportunities exist, regardless of style, market cap, or geography.

PORTFOLIO MANAGEMENT

John Jordan

Portfolio Manager | Research Analyst

Industry since 1997. Joined Firm in 2008.

Performance

Portfolio

Documents