The strategy invests in high quality global companies with strong management and good financial discipline. Consequently, the earnings growth of these companies tends to be higher and more durable than that of the market, potentially enabling the strategy to withstand adverse market or economic conditions.


A structured investment process allows the team to focus on companies which can deliver sustainable earnings growth as management is able to reinvest their cash flow efficiently over time.

Global Brands Funds

The Funds invest in companies which own some of the world’s strongest brand names together with companies which own brands that, in our opinion, may become the next great global brands. We believe that companies with strong brand characteristics can deliver strong risk-adjusted returns due to more sustainable growth profiles, global footprint, and high barriers to entry. Whatever the environment, we believe that investing in attractively valued, high quality brand characteristics that are financially sound and highly cash generative can form a key part of a successful investment strategy.