US Long-Term Unconstrained

The Martin Currie US Long-Term Unconstrained (USLTU) strategy’s objective is long-term capital appreciation by investing in quality growth companies. These companies deliver strong long-term growth through their compounding potential – a factor often not priced in by the market’s frequent myopia.

Strategy introduction

We believe companies with high and sustainable returns on invested capital (ROIC) deliver superior outcomes for long-term investors. A systematic approach to fundamental research aims to ensure repeatable results and allow us to effectively build the conviction to invest for the long-term.

We place equal emphasis on constructing our portfolios, employing the same high-quality data from the research process. Here we focus on thematics, company classifications, geographic revenue and profits, the industry lifecycle and the end user exposures. Focusing on these ensures the right combination of attributes are reflected in a diversified portfolio to deliver the required investment outcome

Central to our entire proposition is to invest with a long-term horizon of 5-10 years. This timescale allows the characteristics of quality growth firms to manifest themselves and delivers investors the benefits of compounding returns.

View [About North America strategy]

About Martin Currie North America strategy

About USLTU

Long-term growth from strong compounding businesses

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View [North America strategy team]

Zahrid Osmani

Investment team

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

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View [North America strategy key facts]

North America strategy

Key facts

20-40 quality growth stocks from a portfolio diversified by the sources of future growth

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