The Martin Currie US Long-Term Unconstrained (USLTU) strategy invests in 20-40 quality growth companies and aims to provide long-term growth over a 5-10-year investment horizon.
Quality growth companies have hard to replicate competitive advantages as defined by low disruption risk, pricing power, strong ESG credentials and high management quality, and we believe can deliver long-term growth through their compounding potential. ESG analysis is fully integrated into the strategy, with a proprietary risk assessment of material governance and sustainability factors, combined with a deeper dive on social exploitation.
Our three long-term mega trends of Demographic Changes, the Future of Technology and Resource Scarcity, guide our proprietary fundamental research and portfolio construction. This allows us to invest on multi-decade investment horizon to meet client requirements for sustainable long-term returns.
|Portfolio characteristics||US Long-Term Unconstrained|
|Style||Quality / Growth|
|Benchmark||Unconstrained (MSCI USA used for performance comparison only)|
|Market capitalisation||Mid- and Large-Cap|
|Number of stocks||20-40|
|Portfolio turnover||< 25% per annum|
|Maximum active stock weight||10%|
|Inception||1 September 1983|
"We focus on quality growth businesses with good compounding characteristics."