AI demand is turning global supply constraints across chips, wafers, networking and optical infrastructure into pricing power for key suppliers.
Committed to delivering long-term results through authentic active management
Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Midyear Outlook: Earnings Buoy Case for International Equities
Earnings revisions outside the U.S., particularly in emerging markets, have moved materially higher, with earnings momentum often a key driver of sustained market outperformance.
Anatomy of a Recession Update: Not a Straight Line
Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
Our Investment Strategies
Our investment strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialised group of analysts.
Global Equity Strategies
We provide investors access to investment solutions focused on Global Growth and Improving companies. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities with ESG integration.
More...Listed Real Asset Strategies
Our teams bring decades of experience investing across global listed infrastructure and real asset companies. These strategies serve as liquid, inflation-linked, income-generating building blocks for investment portfolios.
More...Australian Equity Strategies
Our Australian Equity solutions have a disciplined and repeatable investment approach that rely on a common fundamental and quantitative research platform.
More...Emerging Markets Strategies
High-conviction, stock focused emerging market portfolios, focused on identifying high quality emerging market companies with robust balance sheets and growth potential.
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