At the helm are comanagers Alex Illingworth, Rosanna Burcheri, and Simon Edelsten. All managers research and contribute to the portfolio construction but Edelsten is the ultimate decision-maker. The managers seek quality companies that are trading at attractive valuations and are poised to benefit from identified long-term secular growth trends. They typically prefer companies that exhibit high and sustainable barriers to entry, sustainable cash flows, a clear capital structure, good management, and limited exposure to external factors. They follow a disciplined valuation approach and are willing to hold up to 20% cash if they do not find any attractive investments. The portfolio does not follow the benchmark but the managers are careful to avoid any unintended risks.
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