Since our foundation in 1983, we have been a leading provider of investment solutions to some of the world’s largest pension funds, financial institutions, insurers, and sovereign wealth funds.
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"Disruption spans across all industries," says Paul Markham, Investment Director, Global Equities, citing SharkNinja's case study to illustrate his strategy.
Investment Opinions
13 min read
An active approach to global equities is key
08 August 2024
Paul Markham, Investment Director, Global Equities emphasises the importance of active management amid ongoing shifts across industries.
Investment Opinions
11 min read
Hey Shrewd – Why US Equity Portfolios Should Emulate The Beatles
05 August 2024
With megacaps dominating during the rally, Julian Howard argues that overlooked US mid-cap stocks now offer compelling fundamentals, including valuations and the sector make-up amid a booming US economy. Technology still has its place, but investors could benefit from a broader US equity mix.