We have a strong focus on intellectual curiosity and passion to find the right type of stocks to capture the attractive long-term structural growth opportunities that we foresee.
We have a dedicated team of 9 investment professionals, 3 senior portfolio managers, 3 portfolio managers and 3 analysts, all working in conjunction to find attractive quality growth ideas with sustainable business models that we are able to deliver into high conviction long-term funds.
The team is solely dedicated to the Long-Term Unconstrained funds. We have good cultural diversity with 6 nationalities, 6 different languages spoken and 5 distinct cultural background. We also have good generational diversity with a range of experiences from 4 years to 27 years for our senior portfolio managers. This ensures good cognitive diversity, which is important when we debate stock ideas to ensure that we pick the best ideas for our Long-Term Unconstrained strategy.
We focus on fundamental research. Each analyst has got sector responsibility and he starts with going into a lot of depth and breadth in each of the sectors, to ensure we capture the best ideas in those sectors. We have two analysts per sector vertical to make sure efficient use of team resources. And we have a strong focus on ESG as part of our fundamental research, to ensure that we capture good, sustainable long term business model.
Each member of the team wears two hats, an analyst hat and a portfolio manager’s hat. This is to ensure that everyone is included into the research debates and the portfolio meeting debates and to ensure that they feel part of being able to influence the portfolio shape and the portfolio position.
Everyone in the team has got process accountability to ensure efficient team resources, but also to make sure that every member of the team contributes to the team success. We have a strong focus on Accounting Analytics with the head of Accounting Analytics to ensure that we capture business models that have got good accounting practices, which is a way for us to protect our clients assets.
We also have a strong focus on data Analytics. We have two co-heads of data analytics to ensure that we are able to develop, innovative, proprietary fundamental data that helps us both understand the businesses in which we invest in, but also on aggregate, to make sure that we are able to build portfolios that are high-conviction but diversified at the same time.
Research is at the heart of our investment process. We have two co-heads of research to ensure research coordination is efficient, and that we point the research in the right direction for our Long-Term Unconstrained funds.
We have a strong focus on intellectual curiosity and passion to find the right type of stocks to capture the attractive long-term structural growth opportunities that we foresee. We have a culture of learning and improving. That constant drive to improve feeds into an approach that is innovative.
We have also put in place a proprietary analytical tool to assess our behavioural biases, to make sure that we reduce the behavioural risks on the portfolio, and on investment decisions that we make.
All in all, the team culture is unique, is an important differentiator, is focusing on relentlessly seeking Alpha and harnessing it in high-conviction long-term investment funds.
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 opinions contained in this recording are those of the named manager. They may not necessarily represent the views of other Martin Currie managers, strategies or funds. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. A strategy does not necessarily target particular sustainability outcomes.
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