Our Strategies

We offer the following strategies: Global Emerging Markets, International ex-US and Global Smaller Companies

Our Global Emerging Markets Strategy follows an index unconscious approach.

Objective: to outperform the MSCI Emerging Markets Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all emerging markets stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: circa 60-150 stocks

Indicative tracking error: 4-8%

Our International (ex-US) Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World ex-US Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all global (ex-US) stocks with a market cap of over $1bn and average daily volume of at least $5m

Typical number of holdings: 80-175 stocks

Indicative tracking error: 4-5%

Our Global Smaller Companies Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World Index by more than 3% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap between $0.25-$5bn, and average daily volume of at least $1m

Typical number of holdings: ca.200 stocks

Indicative tracking error: 5-8%