Our stock-focused approach is driven by in-depth fundamental research and skilled portfolio construction. We invest for the long term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations.Central to this is a highly differentiated approach to ESG analysis which is embedded in every part of the investment process. From this we gain a holistic view of investee companies and an insight into their culture. This builds an understanding of material risks and opportunities, develops conviction in ideas, and allows us to deliver differentiated client outcomes.