Global Equity Strategies

Global Equity

Driven by a passion for uncovering Future Quality investments, we build concentrated global equity portfolios that aim to deliver a strong track record of outperformance.
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Future Quality Companies

Attain and Sustain High Returns on Investment

Our strategy is based on the Future Quality philosophy. We expect to find alpha by seeking Future Quality companies with sustainably high or improving returns on investment over the long term.

We identify Future Quality by assessing a business across four key pillars - Quality of Franchise, Management, Balance Sheet and Future Valuation. This framework gives us a complete picture of the potential for investment. We also believe that environmental, social and governance (ESG) considerations are integral to Future Quality - good companies make good investments.

"We believe our investment approach genuinely sets us apart. With a great team dynamic and drive to uncover and invest in Future Quality companies, we build focused and truly differentiated portfolios."

The Four Pillars of Future Quality

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Franchise
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Management
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Balance Sheet
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Valuation

Franchise

Lasting sustainable competitive advantage, protecting the high return on investment in the long term

Management

Sound strategic and capital allocation decisions, supporting high return growth opportunities

Balance Sheet

Growth is appropriately financed, not reliant on issuing significant debt or new shares 

Valuation

Disciplined approach, paying too much for a high quality company can turn it into a low quality investment 

Our Team Approach

Experience, Mutual Respect and a Shared Passion


Ella-Kara Brown

Portfolio Manager

Greig Bryson

Portfolio Manager

Michael Chen

Portfolio Manager

Iain Fulton

Portfolio Manager

James Kinghorn

Portfolio Manager

William Low

Portfolio Manager

Johnny Russell

Portfolio Manager

Finn Stewart

Portfolio Analyst

Our shared passion for discovering Future Quality businesses drives our disciplined, repeatable investment process, which is why our clients trust us to manage more than USD 6 billion globally. We believe a team-based approach to investing best limits key person risk and cognitive bias, and delivers the benefits that come with the deep and diverse experience of the team. At every stage of the investment process ideas are challenged through rigorous and open debate and within a culture of mutual respect.

Our core values of diligence, respectfulness, mindfulness and transparency form the foundation of our team culture.

 

Collective Focus

“We are passionate believers that our team’s collective knowledge is more powerful than any individual team member’s. We harness over 175 years of collective investment experience to strive for outperformance and grow capital for our clients.”

The wider Edinburgh Global Equity team

 

“The team’s collective experience and flat structure are crucial elements of our investment process and ensure the successful delivery of Future Quality ideas for client portfolios.”

Our Process

Creating a high-conviction portfolio

Idea
Generation

Fundamental
Research

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Peer Challenge
& Stock-Ranking Tool

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Portfolio
Construction

 

Our process for identifying long-term Future Quality winners starts with robust idea generation that is validated by bottom-up fundamental research. Our flat team structure means all portfolio ideas are peer challenged, with each portfolio manager sharing both analyst responsibilities and ownership of investment outcomes. Ideas are then ranked using our stock-ranking tool.

This process of actively challenging investment ideas limits cognitive biases that can lead to inferior returns. This comprehensive process generates a portfolio tilt towards growth and quality, with a total carbon footprint well below the MSCI All Countries World Index.*

* Source: MSCI ESG Research, Amova AM Research, 30 April 2025

What is Future Quality?

 

Explore Our Fund Range
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