Our Global Equities strategy was established in 2019. It offers a concentrated portfolio of high quality businesses in global equity markets. Our fundamental investment research is focused on identifying companies that exhibit quality characteristics such as sustainable growth, strong profitability, a defendable market position, strong balance sheets and superior ESG. We are patient investors with a long-term investment horizon. The outcome is a low-turnover portfolio of carefully selected businesses that delivers resilient and sustained performance for clients.
|Investment Objective||To outperform the benchmark over rolling 3-5 year periods|
|Benchmark||MSCI World Accumulation Index in A$|
|Stocks held in portfolio||Typically between 20-40 high quality stocks|
|Investment Options||Discrete Mandate for Institutional Clients only or Wholesale Trust*|
|Fund Inception||Northcape began managing money in this strategy in August 2019|
|Investment Team||Fleur Wright, Theo Maas, Calvin Lim|
More detailed information about our Global Equities fund can be found in the current Fund profile.