Strategies & Capabilities

Fundamental Value Equity

High Conviction You Can Count On


Our Latest Thinking


After a tumultuous quarter that saw a global pandemic upend financial markets, the Fundamental Value team takes a closer look at how this period compares with the GFC dislocation

The opportunity set for value investors continues to grow as expensive stocks grow more expensive; the consumer sector in focus this quarter.

Value shows signs of life and our Technology team ponder whether value is available in a sector awash with expensive stocks.

As stretched market valuations persist, we seek value among auto and healthcare stocks.

The factors driving market performance and how a “moat” gives companies an edge.


Our Approach


We have a clearly defined interpretation of value that underpins all aspects of our investment approach.


Value


Long Term


Fundamental


Consistent


Concentrated


Disciplined


Our Team






Our Strategies



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Footnotes