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United Kingdom/Europe

Our European & UK Equity portfolios aim to deliver long-term returns that exceed their benchmarks through disciplined bottom-up stock selection.

We offer a range of strategies across the risk/return spectrum designed to meet a broad range of investor needs, employing two distinct, yet complementary, investment approaches – Behavioral Finance and Research Driven.

Our approach to Behavioral Finance

We offer European and UK Equity portfolios which employ a Behavioral Finance approach to investing, based on the belief that attractively valued, high quality stocks with positive momentum outperform the market due to pricing anomalies caused by persistent and identifiable investor behavioral biases.

Our portfolio managers select individual stocks that have one or more of the Value, Quality and Momentum characteristics we seek from a universe of approximately 2,000 pan-European stocks. We then efficiently combine these stocks to build a portfolio that is collectively cheaper, has higher quality and has better momentum than the overall market. We believe that combining stocks with strong Value, Quality and Momentum characteristics in a single portfolio can increase the likelihood of outperformance on a more consistent basis through different market cycles and over the long term.

Our approach to Research Driven

Our Research Driven process is based upon the partnership between our dedicated European equity portfolio managers and our team of career buy-side European equity research analysts. By conducting proprietary research, our research analysts seek to identify attractive stocks based upon three drivers of price – Intrinsic Value, Quality and Catalyst. This creates a genuine information advantage giving us the potential to deliver strong investment results for our clients.

years with
J.P. Morgan