Equity Markets portfolio
We target a long-term, risk-adjusted return higher than that of the markets, given our absolute-return management approach. We seek to maximize our comparative advantages as a strategic investor by focusing on the fundamental value-creation aspects of companies.
Our investment approach
- Build a resilient portfolio with a long-term view
- Focus on absolute-return management and on the intrinsic value of companies, irrespective of changes in or composition of traditional indexes
- Target companies with high, stable profitability, that use leverage prudently
- Favour a quality-based investment approach while leaving room for complementary value opportunities
- As a committed partner, contribute actively to the growth of companies in the portfolio
Investment Funds and External Management
To maximize our portfolio’s risk-return profile, we also invest in international stock markets through rigorously selected external managers.
These activities are conducted in collaboration with our Investment Funds and External Management team.