Investment Strategies
Equities
Global equity opportunities through active management
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Small caps
Our small-cap investment strategies seek long-term capital growth by actively investing in overlooked businesses with strong competitive advantages. Our dedicated team focuses on high-quality, under-researched smaller companies worldwide, aiming to unlock sustainable value for investors as committed long-term shareholders.
High dividend
Our dividend investment strategies are designed to deliver a stable income stream alongside long-term capital growth. By selecting well-managed, dividend-paying companies willing to improve on sustainability and focusing on attractive valuations, our team builds diversified portfolios that help investors achieve consistent returns. Available with a global or European focus.
Listed real estate
Our listed real estate strategies focus on long-term value through diversified portfolios built on forward-looking valuations and deep data expertise. By combining quantitative analysis with qualitative insights, our team identifies mispriced opportunities and constructs portfolios that balance sustainability, building quality, and management strength. Available globally or across Europe.
Listed Infrastructure
Our listed infrastructure strategies target long-term total returns by investing in companies that support digital, urban, and sustainable economic transformation. Using robust data and sector expertise, our team builds high-conviction portfolios offering attractive income profiles, diversification, and resilience in changing markets
Perspectives 2026
In this series, we look ahead to the opportunities and challenges we anticipate for 2026, while reflecting on the key trends and lessons from 2025 that shape our strategies.