Growth + Valuation – Seek to identify both early-stage and traditional growth companies with sustainable earnings power and strong competitive positions, and where we believe growth is not yet recognized by the market
Global Research Expertise – Integrated approach combines in-depth fundamental research by experienced sector specialists with a macroeconomic risk overlay
Risk-Sensitive – Risk management is present at each stage of the investment process
China has ended its Covid restrictions with astonishing speed and the economy is already recovering rapidly. Read Global Strategist Bill Sterling's thoughts on potential opportunities and risks from this major development.