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.
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Equities Assets Under Management
153
Equities Investment
Professionals
19
Average Years’ Financial
Industry Experience
As at no data
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.
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Insights
US large-cap equities: Focus shifts to earnings delivery
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
Technology stocks: AI giving the tech ‘vampire’ superpowers
As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.
Despite political headwinds, healthcare stocks stay anchored to innovation
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.