Equity Investments
Investing for long-term growth
Equity investments enable your charity to participate in the success of sustainable businesses around the world. Our investment process allows us to identify the long-term drivers of growth.
Our equity team follow our global thematic approach, identifying the inexorable trends that will shape the world in which we live and invest, and the companies best placed to benefit from them. Our analysts then filter these down to the very best investment opportunities in companies with quality characteristics, growth potential and attractive valuations.
Stewardship analysis is embedded into our process, meaning we assess every stock we invest in from an ESG perspective.
Equity portfolios
We build our equity portfolios based on three central elements:
- A thematic approach to identify the themes that are set to shape the investment landscape for years to come. This allows us to focus on opportunities for long-term growth
- Responsible ownership for all our investments, with ESG analysis fully integrated into our process.
- Active management, to find opportunities where long-term profits are not reflected in market valuations.
Equity Offerings
With a range of offerings constructed in line with a central investment philosophy, you have various options for investing for your objectives, and according to your risk parameters.
View all Equity fundsContact the team
Malcolm Hoare
If you would like to discuss a particular fund, or how we can develop an investment solution to meet your needs, please contact us:
+44 (0) 20 7038 7000
southafrica@sarasin.co.uk