About US Long-Term Unconstrained
The strategy is designed for investors seeking sustainable long-term outperformance of the market from a high conviction portfolio, backed by proprietary and systematic fundamental research.
The strategy’s portfolio of 20-40 quality growth companies offer sustainable growth and resilience to economic uncertainty.
Our three long-term mega trends of demographic change, 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.
Proprietary fundamental research can identify long-term value-creating companies undervalued by the market. We elaborate on this below:
- The market is myopic and fades returns of quality companies too fast
- Our proprietary fundamental research framework is able to identify these companies
- Value creating companies compound returns over the long-term
We consider portfolio construction with equal importance to the research process, employing the same high-quality data from the research process. Here we focus on five areas – long-term thematics, company classifications, geographic revenue/profit, end user markets and industry lifecycles. These aid our understanding of the portfolio’s diversity, effectively manage risk and ensure we are positioned to capture long-term growth.
| Portfolio characteristics | US Long-Term Unconstrained |
|---|---|
| Benchmark | Unconstrained (MSCI USA used for performance comparison only) |
| Performance objective | Long-term capital appreciation |
| Market capitalisation | Mid- and Large-Cap |
| Sector/country allocations | Unconstrained |
| Number of stocks | 20-40 |
| Maximum active stock weight | 10% |
| Portfolio turnover | < 25% per annum |
| Inception | 1 September 1983* |
The characteristics shown are guidelines only and not hard limits.
* Moved from a benchmark relative North American equity strategy to an unconstrained US equity strategy on 20 December 2019
Long-Term Unconstrained: Q3 2021 Quarterly Update
We believe that the economic momentum is moving from recovery to expansion. This should lead to a broadening of the market leadership with a focus on earnings, momentum, and consistent growth profiles.
Zehrid Osmani
Head of Global Long-Term Unconstrained
Long-Term Unconstrained: Q3 2021 Quarterly Update
We believe that the economic momentum is moving from recovery to expansion. This should lead to a broadening of the market leadership with a focus on earnings, momentum, and consistent growth profiles.
Zehrid Osmani
Head of Global Long-Term Unconstrained
Focused on the long term
We have strong expertise in ESG, culminating in a triple A+ rating by the PRI for the 4th year in a row
Zehrid Osmani
Head of Global Long-Term Unconstrained
Zehrid Osmani
- Job title
- Head of Global Long-Term Unconstrained
- Experience
- 25 years
Amanda Whitecross
- Job title
- Portfolio Manager
- Experience
- 29 years
Ken Hughes
- Job title
- Portfolio Manager
- Experience
- 29 years
Yulia Hofstede
- Job title
- Portfolio Manager
- Experience
- 14 years
Robbie McNab
- Job title
- Portfolio Manager
- Experience
- 15 years
Sam Cottrell
- Job title
- Portfolio Manager/Analyst
- Experience
- 8 years
Anna Shevkunova
- Job title
- Investment Analyst
- Experience
- 5 years
Jonathan Regan
- Job title
- Portfolio Manager
- Experience
- 7 years
Jackie Cui
- Job title
- Investment Analyst
- Experience
- 7 years
We focus on sustainable businesses with good compounding characteristics, backed by low disruption risk, strong pricing power, good ESG credentials and high management quality.
How to invest
Please contact us to discuss the most appropriate investment to meet your requirements.
How to invest
Martin Currie is a Specialist Investment Manager of Franklin Resources Inc, operating as Franklin Templeton.
Franklin Templeton is responsible for the sales and client service of our funds for financial advisers and individual investors.
If you would like to find out more about these funds, please visit the Franklin Templeton website.
How to invest
Martin Currie is a ‘Specialist Investment Manager’ within the Franklin Templeton group.
Franklin Templeton is responsible for the sales and client service of our funds for financial advisers and individual investors.
If you would like to find out more about these funds, please visit the Franklin Templeton website.
How to invest
Martin Currie is a ‘Specialist Investment Manager’ within the Franklin Templeton group.
Franklin Templeton is responsible for the sales and client service of our funds for financial advisers and individual investors.
If you would like to find out more about these funds, please visit the Franklin Templeton website.
Funds available
Through our parent company, Franklin Templeton, investors are offered access to the below fund.
Regulatory information and risk warnings
Past performance is not a guide to future returns
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.
The views expressed are opinions of the named manager as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
The information contained has been complied with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this recording for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.