The 4Factor™ Equities investment process is founded on the belief that equity markets are inefficient for behavioural reasons.

The investment process follows an active, bottom up strategy which, we believe, marries the best from traditional financial analysis along with behavioural factors, aiming to avoid behavioural pitfalls such as anchoring, saliency and the endowment effect.

Truly global from the start in 2000, the 4Factor™team shunned the thinking of the time that often saw regional sub-portfolios bolted together. Instead the process begins with our proprietary 4Factor™ screen which ranks all global companies by sector on our four investment criteria to highlight potentially interesting investment ideas. Analysts then focus their fundamental research on these opportunities to identify the most compelling investment cases for inclusion in the portfolio.

This combination ensures that our team works within a structured framework and that we follow a consistent, repeatable investment process over time.

Our 4Factor™ approach to investing has been successfully expanded beyond global equity strategies to encompass UK equities, Asia Pacific ex-Japan and emerging market equity strategies, with all demonstrating attractive risk-adjusted returns since inception.