WHY INVEST IN THE GLOBAL BRANDS EQUITY FUND?

Product

The Global Brands Equity Fund invests in 40 to 60 quality global companies with strong brand characteristics. A strong brand can be a source of sustainable competitive advantage which is often referred to as a “moat” due to high barriers associated with brand loyalty making it more difficult for other companies to compete. This can lead to superior pricing power which in turn is reflected in higher than average profitability and returns.

People

The co-lead Fund Managers Des Flood and Jonty Starbuck have over 20 years’ experience managing global equity funds. They are supported by an eight-strong Global Equity team which has over 120 years of combined investment experience.

Process

The investment team utilises a robust investment process which blends a proprietary and structured quantitative model with bottom-up fundamental stock analysis. The result is a strategy focused on identifying stocks with the appropriate quality characteristics to deliver sustainable excess returns.

Performance

Davy Asset Management’s overall aim is to grow our clients’ assets through the application of a consistent and disciplined investment process.

Global Brands Equity Income Factsheet October 2019
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Q3 2019 Global Brands Equity Fund Update
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Q2 2019 Global Brands Equity Fund Update
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Q1 2019 Global Brands Equity Fund Update
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Q4 2018 Global Brands Equity Fund Update
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