We aim to be a trusted retirement investment partner across all major asset classes and regions. We understand that each person is unique, with different financial circumstances and investment objectives.
Generating an information advantage is fundamental to our investment philosophy and our consistent bottom-up stock selection approach which generates value through our specialised in-house research teams across the globe.
Our unique GrassrootsSM Research offers insight that extends far beyond fundamental analysis, with over 350 interviews per year with customers, vendors and key opinion leaders on the prospects of potential investment opportunities. We have a thorough knowledge and understanding of every stock we select, which in turn delivers consistent long-term performance to our investors.
Besides, experience matters when it comes to investing. We are proud of having a very strong and stable investment team. We have also demonstrated our investment capability by delivering a consistent track record. Our active equity investment philosophy and process, alongside tactical asset allocation, aim to add value in stock selection, portfolio construction, and to grow the wealth for our clients over the long term.