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US Long-Term Unconstrained

Long-term alpha generation from the one of the world’s most innovative markets.

Overview

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.

Key Information

Long-Term capital appreciation

Portfolio characteristics US Long-Term Unconstrained
Objective Long-Term Growth
Asset Class Equities
Style Quality / Growth
Investable Universe US
Benchmark Unconstrained (MSCI USA used for performance comparison only)
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  1 September 1983

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

Why Invest in US Long-Term Unconstrained

Heritage

Quality growth to compound returns

Reduced risk of permanent capital loss and sustainable 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 Strategy

Investment team

Zehrid Osmani

Zehrid Osmani

Job title
Head of Global Long-Term Unconstrained
Amanda Whitecross

Amanda Whitecross

Job title
Portfolio Manager
Ken Hughes

Ken Hughes, CFA

Job title
Portfolio Manager
Yulia Hostede

Yulia Hofstede

Job title
Portfolio Manager
Robbie McNab

Robbie McNab, CFA

Job title
Portfolio Manager
Sam Cottrell

Sam Cottrell, CFA

Job title
Portfolio Manager
Anna Shevkunova

Anna Shevkunova

Job title
Investment Analyst
Johnathan Regan

Jonathan Regan, CFA

Job title
Portfolio Manager
Anna Shevkunova

Jackie Cui

Job title
Investment Analyst
Mel Bucher

Tim Baker, CFA

Job title
Associate Investment Analyst

Aminah Ahmad

Job title
Investment Analyst

Our Capabilities

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