QUALITY. GROWTH.
The Global Best Ideas Equity Fund aims to increase the value of your investment over the long term through investing in 20-30 of what we consider to be the world’s highest-quality growth companies. The Fund’s comparative index is the MSCI ACWI Net Total Return Index, a broad measure of global equities.
We believe that by owning a concentrated portfolio of top-quality companies, investors can achieve a favourable return over time, with lower risk and volatility to the broad equity market.
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MoreGLOBAL BEST IDEAS EQUITIES – 2026 Annual Letter
Global equity markets enjoyed another year of strong returns in 2025. The MSCI All-Country World Index (MSCI ACWI) delivered a total return of 22.3% for US Dollar-based investors. Given Dollar weakness (and Sterling strength) through the year, this equates to a 13.9% return in Sterling terms. Against the norm, the US market underperformed major peer markets.
INVESTMENT PHILOSOPHY
We invest in best-in-class businesses for their quality, strategic competitive edge and value.
We believe that a portfolio of businesses each containing these elements will provide us with a favourable return over time.
The investment philosophy held by the Global Best Ideas Equity Fund team is focused on finding the world’s best-in-class companies, chosen for their organic growth, sustainability of their earnings growth; the quality of their management, and the strength of their strategic competitive edge. We seek to buy these exceptional businesses when they are attractively valued.
We buy with the intention of holding for the long-term to benefit from their consistent growth in earnings.
Central to our philosophy is the belief that building a portfolio of such businesses provides the best chance of creating favourable compounding returns over time. We are fundamentally bottom-up investors – the very definition of active stock pickers.
Top 10 Holdings
People
We are a highly experienced and diverse team of five investment professionals, combining deep research expertise with disciplined portfolio management. Since inception, we have maintained a consistent philosophy, strategy, and process, supported by exceptionally low team turnover. Operating with the focus and agility of a boutique manager, while benefiting from the broader infrastructure of our group, we bring both independence and stability.
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