US Equities

Opportunities in the world’s largest stock market

Why US Equities?

North America is home to some of the world’s highest quality companies and strongest brands. A truly diversified portfolio should include an allocation to the region’s equities, and our Philadelphia-based US Equity team has the expertise to select the best long-term investments from this asset class.

Regional Background

• Many North American companies are leaders in their industries, including technology
• North American companies have some of the world’s most effective management teams, giving them the capacity to weather economic cycles
• Corporate management teams can act quickly to cut costs and restructure because of the region’s multi-faceted economy and less regulated environment
• Companies are subject to high standards of corporate governance, offering greater protection to investors

Our approach

We look for long-term returns by investing in a portfolio of North American securities. Our team-based approach is characterised by intensive, first-hand research.

Future prospects

The US is not insulated from instability in the global financial markets. However, while we expect some slowdown in sequential growth, we don’t see significant evidence for a double-dip recession.