Accelerating policy-driven investment and AI-driven data center growth are unlocking a multi-decade growth opportunity for listed utilities globally.
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.
Does the Buck Stop Here?
What to Make of Recent U.S. Dollar Weakness
Whether a recent fall for the U.S. dollar portends a regime shift toward systematic weakness has key ramifications for global equity leadership.
Anatomy of a Recession Update: U.S. Labor Market Bending, Not Broken
The U.S. labor market is in heightened focus as a sharp drop in immigration has contributed to slower but also lower churn employment growth, increasing the likelihood of modest interest rate cuts.
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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