Public Equities
Research-driven ownership of high-quality global businesses.
Participate in global growth through research-driven equity portfolios built for the long term.
Why this. Why now.
Built around three client profiles.
Long-term growth investors
Clients seeking dividend and thematic exposure
Allocators valuing active share over benchmark hugging
What makes our approach different.
Durable moats, strong balance sheets, and aligned management teams.
25-40 positions sized by research depth and risk considerations.
Sustainability factors embedded in fundamental analysis.
From mandate to monitoring.
Idea generation
Screens, industry mapping, and alternative data signals.
Deep diligence
Management engagement, customer calls, and financial modeling.
Portfolio construction
Position sizing relative to conviction and existing exposures.
Stewardship
Continuous monitoring and active engagement.
How capital is deployed.
Illustrative weights for a typical mandate. Actual allocations are tailored to each client's objectives and constraints.
Available mandates.
| Strategy | Risk Level | Target Return | Min. Investment | Liquidity |
|---|---|---|---|---|
| Global Growth Equity | Moderate-High | 8-12% | €250,000 | Daily |
| Dividend Income Focus | Moderate | 5-8% | €100,000 | Daily |
| Thematic Public Equity | Moderate-High | 9-14% | €250,000 | Daily |
What could go wrong.
Equity values fluctuate with overall market conditions and sentiment.
Individual companies may underperform due to operational or competitive challenges.
International investments are subject to exchange rate fluctuations.
Focused portfolios may experience higher volatility than diversified approaches.
Common questions.
What is your investment philosophy?+
We seek to own high-quality businesses with sustainable competitive advantages, strong balance sheets, and reinvestment opportunities, purchased at reasonable valuations.
How concentrated are portfolios?+
Typically 25-40 positions, balancing high conviction with prudent diversification. Position sizes generally range from 1-5%.
Do you integrate ESG?+
Yes. Environmental, social, and governance factors are evaluated as part of our fundamental research and can influence position sizing and exclusions.
How do you manage risk in downturns?+
We emphasize quality, maintain liquidity, avoid excessive leverage, and use market dislocations to add to positions where the long-term thesis remains intact.
Continue exploring Public Markets.
Discuss a equities mandate with our team.
A short conversation is the fastest way to see how this strategy would fit your objectives and risk budget.