Global Equities

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Deep dive research to unearth hidden gems in a crowded market.

We bring two distinct routes to global equities. Both take a fundamentally based, bottom-up and conviction-led approach to selecting companies. We appreciate that no one investment style will work across the entire market cycle and indeed our clients will often seek to gain exposure through different styles, which can be used in isolation or as complementary funds.

Global High Quality Team

The team believe that sustainable alpha will be generated by skilfully focusing on bottom-up stock selection and business quality in order to construct a long term portfolio. Since inception of the team, the process has remained unchanged and has delivered award winning returns for investors. A key element of this process is to understand the durability of a company’s competitive advantages.

Meet the Global High Quality team

Pieter Fourie, CFA

Head of Global Equities

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William Ball

Senior Equity Analyst

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Nicolas Bell

Global Portfolio Manager

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Louis Jamieson

Global Equity Analyst

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Shiraaz Abdullah

Global Equity Analyst

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Hannah Gooch-Peters

Global Investment Operations Analyst

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Global Value Team

The investment team follows a high conviction, value-oriented investment approach, seeking to buy businesses with attractive returns on invested capital, at times when they are out of favour in the market and trading at significant discounts to their intrinsic value. This differentiated approach allows the team to assess the intrinsic value of a business and take advantage of the inherent short-termism in markets which causes assets to be mispriced.

Meet the Global Value team

Colin McQueen

Head of Global Value

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Stephen Walker, CFA

Fund Manager

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Lorenzo Dicorrado, CFA

Fund Manager

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Simon Gregory, ACA

Assistant Fund Manager

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Alvar Fernandez, CFA

Analyst

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Sanlam Global High Quality Fund

A focused portfolio of the highest quality and attractively priced global companies.

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Sanlam Stable Global Fund

A value-oriented portfolio of the best non-cyclical global companies.

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Sanlam Global Value Fund

A portfolio of global companies trading at significant discount to their intrinsic value.

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Disclaimer

The fund invests geographically in a narrow range, there is an increased risk of volatility which may result in frequent rises and falls in the Fund's share price.

The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.