By combining these three investment styles – value, quality, momentum – in a single portfolio, we aim to deliver consistent results through various market cycles.
Following our investment philosophy, we aim to invest in attractively-valued, high quality stocks, supported by positive momentum. We apply a consistent and disciplined approach in researching and identifying these characteristics across the universe.
Our portfolio managers select individual stocks that have one or more of the value, quality, and momentum characteristics we seek. We combine these stocks to build a portfolio that is collectively cheaper, has higher quality, and has better momentum than the market. We seek to improve the fund’s risk/return by combining these three outperforming styles in one portfolio over investing in just one style.