This is a global sustainable value strategy which focuses on those companies which have a positive focus, which in turn deliver better revenue growth. The strategy has a value tilt as they don’t want to overpay for companies.
In terms of investing they are focused in areas of the market which are less covered, and ESG is under appreciated in Emerging Markets. China is making significant changes, and although they are not the best, nor are the Japanese and US! The fund has tilted away from the US towards ASIA….read more