Public equities

Wherever possible and subject to a client’s risk appetite, we take a long-term approach to investing in equities. This long-term outlook, however, is dependent on a client’s risk profile and other factors including any short-term funding requirements as well as a client’s approach to environmental, social and governance (ESG) criteria.

With a preferred minimum investment horizon of 10 years, our portfolios are largely long-term in nature. They are made up of a select number of global stocks that exhibit certain, mainly qualitative, characteristics. We are also active in searching out particular anomalies that sometimes exist in listed equities across different markets which might enhance performance in the near term. 

Taking a long-term, focussed and responsible approach means we can help minimise portfolio turnover and costs for our clients, while seeking to drive long-term returns and helping to  protect wealth from the erosive effects of inflation.

We allocate to external asset managers on an unconstrained basis across passive index tracking funds as well as actively managed funds when we believe a particular fund and approach will meet a client’s objectives.