Fundamental equities: High-conviction strategies to target alpha
Produced in partnership with Robeco
With an enviable investment heritage stretching back almost 100 years, fundamental equity strategies have always adapted to deliver returns even in the toughest investment times.
To optimise investment performance, fundamental equity strategies take a data-driven approach to selecting the companies across sectors and geographies that will power economic growth in the future.
Outperformance by US companies through the “Great Moderation” since 2009 has left investors with an overweight allocation to US growth stocks, especially in the technology sector. Retaining this overweight due to the built-in inertia of index allocation could be less than optimal in the long term.
Moreover, the global…
