US Large Cap

Investment Objective

The US Large Cap strategy aims to outperform the S&P 500 by 1-2% p.a. (gross of fees) over a market cycle (typically 3-5 years).


The strategy is designed to offer investors diversified exposure to US equities. Our approach is driven by a fundamental research process in which our analysts play a key role in stock selection. The strategy has a growth bias, and we look to add value by investing in companies with unrecognized or under-appreciated earnings potential. The portfolio invests in 50 to 70 stocks which are greater than $3 billion in market capitalization.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*