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European Long-Term Unconstrained

Alpha generation - Investing in Europe’s strongest companies.

Overview

The Martin Currie European Long-Term Unconstrained (ELTU) 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 a multi-decade investment horizon to meet client requirements for consistent returns.

Key Information

Long-Term capital appreciation

Portfolio characteristics European Long-Term Unconstrained
Objective Long-Term Growth
Asset Class Equities
Style Quality / Growth
Investable Universe Europe
Benchmark Unconstrained
Market capitalisation Mid- and Large-Cap
Country limit Unconstrained
Sector limit Unconstrained
Number of stocks 20-40
Portfolio turnover < 25% per annum
Maximum active stock weight 10%
Inception  November 2018

  • "We focus on quality growth businesses with good compounding characteristics."

Why Invest in European Long-Term Unconstrained

Heritage

Quality growth to compound returns

Reduced risk of permanent capital loss and consistent returns - our long-term investment horizon allows these companies to realise their compounding potential.

Heritage

Innovative portfolio construction

Focused on five areas: geographic revenue and profit, long-term thematics, company classification, industry lifecycles and end user market exposure - aiding the portfolio’s diversity, risk management and the capture of long-term growth.

Heritage

Long-term structural growth

Three megatrends of Demographic Changes, Future of Technology and Resource Scarcity aligned to a world transitioning towards sustainability.


Investment Team

Led by Zehrid Osmani, the team combine experience of portfolio management, specialist sector research and accountancy to identify long-term value creation.

Zehrid Osmani

Zehrid Osmani

Job title
Head of Global Long-Term Unconstrained
Experience
26 years
Amanda Whitecross

Amanda Whitecross

Job title
Portfolio Manager
Experience
30 years
Ken Hughes

Ken Hughes

Job title
Portfolio Manager
Experience
30 years
Yulia Hostede

Yulia Hofstede

Job title
Portfolio Manager
Experience
14 years
Robbie McNab

Robbie McNab

Job title
Portfolio Manager
Experience
16 years
Sam Cottrell

Sam Cottrell, CFA

Job title
Portfolio Manager
Experience
9 years
Johnathan Regan

Jonathan Regan

Job title
Portfolio Manager
Experience
8 years
Anna Shevkunova

Anna Shevkunova

Job title
Investment Analyst
Experience
6 years
Anna Shevkunova

Jackie Cui

Job title
Investment Analyst
Experience
8 years
Mel Bucher

Tim Baker, CFA

Job title
Associate Investment Analyst
Experience
12 years

Our Capabilities

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