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Investec Global Dynamic Strategy

This Strategy aims to provide long-term capital growth primarily through investment in companies with a market capital in excess of $1 billion, listed on the world's principal stock markets.

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Ian Vose

Portfolio Manager

Highlights


A concentrated portfolio, containing a maximum of 70 stocks in which we have the highest level of investment conviction

Consistent and repeatable evidence-based investment process

No size or style bias

Philosophy


1 Equity markets are inefficient for behavioural reasons.
2 Four key factors individually drive share prices and in combination drive consistent outperformance.
3 Applying a disciplined, repeatable investment approach leads to long-term alpha generation.

Insights

Read the latest insight from our investment professionals.

InPerspective Summer 2019

Read how we’re assessing the domestic and global environment, managing risks and capturing opportunities in this issue.

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2019 Investment Views

From tailwinds to headwinds: a new market regime?

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Growth and resilience in uncertain times

Why we prefer global quality equities and local bonds.

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Contact us for more information

Contact our Institutional client team