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The team behind global equities
Our global equities team currently comprises five highly-experienced portfolio managers. The team draws from the investment insights and ideas of over 60 equity investors across Standard Life Investments. We also gather insights from over 20 credit analysts in our corporate bond team as well as from our real estate and strategy teams. In addition, our strategic alliance with Sumitomo Mitsui Trust (a leading active Japanese equity manager) provides the global equities team with additional access to Japanese stock ideas.
This scale of resource enables us to maintain proprietary in-depth and continuous coverage of over 1,200 companies in the global stock universe. It also enables us to maintain close and regular contact with company management teams, with over 3,000 company meetings each year. The organisation chart below outlines our structure, including the number of investment professionals in each asset class. At Standard Life Investments, most of our equity investors combine the role of portfolio manager and analyst. This fosters a culture of high quality investment debate which tangibly enhances the stock research process.
Source: Standard Life Investments, October 2012
Our global equities team is fully integrated into the front-line research process. Members of the team attend the majority of company management meetings as well as all internal research meetings where investment ideas are debated. This enables the team to get first-hand insight throughout the full life-cycle of the investment idea. This includes the background information, the corroborating evidence and the level of conviction behind the idea, giving the global equities team genuine conviction in picking what it believes to be the best stock ideas for the portfolios.