Our philosophy

Our stock-focused approach is driven by in-depth fundamental research and skilled portfolio construction. We invest for the long term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations.

Central to our investment philosophy is the belief that equity markets undervalue companies that deliver growth through sustainable long-term value creation. We believe that the very best way to capture returns for our clients is to invest for the long term by identifying high-quality opportunities at sensible valuations.

So how do we go about this? We believe fundamental research is the most effective method to identify these high-quality opportunities, and that by combining bottom-up stockpicking with skilled portfolio construction we will deliver consistent risk-adjusted returns for our clients. Overlaying all of this is an independent and dynamic risk function that enables an optimum risk allocation, with all portfolios continuously monitored for correlated, unintended and excessive risk.

Effective stewardship of capital is at the heart of our client proposition. Central to this is a highly differentiated approach to ESG analysis which is embedded in every part of the investment process. From this we gain a holistic view of investee companies and an insight into their culture. This builds an understanding of material risks and opportunities, develops conviction in ideas, and allows us to deliver differentiated client outcomes.

Important documents

Pillar three disclosure statement pdf
Country-by-country reporting disclosure statement pdf
Execution Policy pdf
Martin Currie Article 65 Best Execution Report 2017 pdf
Martin Currie RTS 28 Best Execution Report 2017 pdf
Stewardship Annual Report 2018 pdf
Legg Mason UK Tax Strategy March 2018 pdf