The Global Leaders Fund is a concentrated portfolio of 30-40 market-leading companies from across the globe. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns over long periods of time.

Investment approach

The portfolio managers complete deep, fundamental, bottom-up research to uncover companies that they believe are leaders within their industry or country, as demonstrated by an ability to deliver high relative return on invested capital over time. We believe that high returns on capital can typically be attributable to, among other things, a strong competitive position and defensible barriers to entry.

  • We use a research-intensive approach to building a concentrated portfolio of typically 30-40 companies.
  • Our strategy benefits from experienced portfolio managers with success investing globally and who share a belief that low-turnover, concentrated portfolios derived from sound fundamental research can generate attractive outperformance over the long term.

Vehicles: Separately Managed AccountMutual Fund