FOREIGN EQUITY

Our investment strategy relies on thorough fundamental research aimed at identifying best-of-breed companies that boast superior growth potential and attractive valuations. We search for dominant companies that have strong and sustainable competitive advantages and high barriers to entry. We also prefer companies that manage their capital appropriately and employ sound governance practices. We only buy into our best ideas in which we have the highest level of conviction, and hold them over the long term.

Our extensive internal research focuses on stock selection rather than sector allocation and results in a concentrated yet diversified portfolio with low turnover. Our rigorous risk management practices include diversification through the selection of companies with varied drivers and investment theses, sound sector diversification, and the gradual implementation of our positions. We maintain in-depth knowledge of all stocks held, reallocate our investments towards securities that boast the best return/risk potential, and constantly maintain a disciplined approach.

This team manages the US, US Ethical, International and Global Equity mandates.