Concentrated Equity Portfolio

The Concentrated Equity Portfolio typically comprises 25 stocks chosen from the pool of stocks in the Global Equity Portfolio. The Concentrated Equity Portfolio is a portfolio in its own right, and individual stock weights reflect the need for broad sector and geographic diversity within such a concentrated portfolio.

Portfolio snapshot

  • Typically holds approximately 25 stocks
  • Mid to large-cap bias (companies with a market cap of over US$2 billion in free-float)
  • Bottom-up stock selection, no top-down country or sector allocation
  • Benchmark independent – we don't invest relative to company benchmark weightings
  • Aim to invest in quality companies with sound management, competitive business models, strong and transparent balance sheets, and sustainable earnings
  • Bias to companies with high returns on equity
  • Typically has a lower P/E ratio than the market
  • Typically has a higher dividend yield than the market
  • Expected to have lower volatility than the market over two to four years
Concentrated Equity Portfolio image