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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 |
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"We focus on quality growth businesses with good compounding characteristics."
Why Invest in European Long-Term Unconstrained
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.
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.
Long-term structural growth
Three megatrends of Demographic Changes, Future of Technology and Resource Scarcity aligned to a world transitioning towards sustainability.
Investment Strategy
The strategy aims to deliver an attractive and growing income stream through:
- Alpha generation - An unconstrained mandate provides the ability to invest only in our best ideas
- Quality growth companies - Focus on companies with resilience to economic uncertainty
- Highest conviction ideas - Every position makes a meaningful contribution
- A focus on long-term growth - Three long-term mega trends drive our fundamental research
- Differentiated portfolio construction - Diversification from index-based strategies with diverse global revenues and companies
Investment Strategy
The strategy aims to deliver an attractive and growing income stream through:
- Alpha generation - An unconstrained mandate provides the ability to invest only in our best ideas
- Quality growth companies - Focus on companies with resilience to economic uncertainty
- Highest conviction ideas - Every position makes a meaningful contribution
- A focus on long-term growth - Three long-term mega trends drive our fundamental research
- Differentiated portfolio construction - Diversification from index-based strategies with diverse global revenues and companies
Investment Strategy
The strategy aims to deliver an attractive and growing income stream through:
- Alpha generation - An unconstrained mandate provides the ability to invest only in our best ideas
- Quality growth companies - Focus on companies with resilience to economic uncertainty
- Highest conviction ideas - Every position makes a meaningful contribution
- A focus on long-term growth - Three long-term mega trends drive our fundamental research
- Differentiated portfolio construction - Diversification from index-based strategies with diverse global revenues and companies
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
Our Capabilities
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
FTF Martin Currie European Unconstrained Fund
FTGF Martin Currie European Unconstrained Fund
Available Funds
Through our parent company, Franklin Templeton, investors are offered access to the below funds.
FTGF Martin Currie European Unconstrained Fund
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
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Regulatory information and risk warnings
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. 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 information contained in this document has been compiled 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 document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.
The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.
Past performance is not a guide to future returns.
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Martin Currie Inc, incorporated in New York with its registered office at 280 Park Avenue, New York, NY 10017 and having a UK branch registered in Scotland (no SF000300), Saltire Court, 20 Castle Terrace, Edinburgh EH1 2ES Tel: (44) 131 229 5252 Fax: (44) 131 222 2532 www.martincurrie.com, is registered with the Securities Exchange Commission as an investment adviser for the purposes of the Investment Advisers Act 1940 and is also authorised and regulated by the UK Financial Conduct Authority. Martin Currie Inc. operates under the International Adviser Exemption with the Ontario Securities Commission (‘OSC’) and is therefore currently not required to be registered as a portfolio manager for the purposes of MI 31-103.
For the avoidance of doubt, nothing excludes, limits or restricts our obligations to you under the UK Financial Services and Market Act 2000, the Investment Advisers Act 1940, National Instruments or any other applicable law or regulation.
The opinions and views in this website do not take into account your individual circumstances, objectives, or needs and are not intended to be recommendations of particular financial instruments or strategies to you. This website does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. You should consult with your professional advisers before undertaking any investment activity. The information provided on this website should not be treated as advice or a recommendation to buy or sell any particular security or other investment. The information on this website has not been reviewed by any competent regulatory authority.
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.
Regulatory information and risk warnings
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 information provided should not be considered a recommendation to purchase or sell any particular security.
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.