Global Equities

Global Stockpicking comprises a portfolio of 30-40 companies where the team follows a fundamental bottom-up strategy without restrictions in terms of sector or regional allocation. Quality is the key parameter determining the portfolio team’s selection of companies based on a firmly held conviction that quality companies create more long-term value for shareholders, which results in an excess return.

The portfolio team is a part of our large Global and European equity team, where a broad exchange of knowledge, experience and investment ideas is facilitated between sector specialists and portfolio managers.