Our investment process is orientated towards bottom-up stock selection based on a fundamental analysis of companies, underpinned by a strong valuation discipline and overlaid by a rigorous sector and country analysis. Throughout the evaluation process, the investment team is mindful of how the challenge of sustainability can create (or destroy) financial value.  

Idea Generation: The fund manager is able to utilise a number of sources for potential investment ideas.  Proprietary research will generate the majority of the investments with ideas drawn from an in-house database comprising of stocks from each of the stock markets in the region.

Fundamental Analysis: The aim is to uncover high quality, undervalued companies and purchase them before their attributes are recognised by the broader market.  A company is evaluated on a range of measures including; growth, profitability, efficiency and balance sheet strength.   

Integrating Sustainability: Alquity places particular emphasis on identifying companies that have sustainable business models that are able to maximize financial returns to the investor over the long term. This means analyzing the operations of companies to ensure that they are not based on a short term exploitation of new markets or resources.  Sustainable investment features are integrated into the investment process at various stages.