Why invest with Standard Life Investments for global equities?

Conviction in stock-picking

We believe stock selection is the most consistent source of investment returns. We focus our resources on capturing this opportunity for our clients. The global equity universe is the largest opportunity set for stock-pickers, comprising thousands of diverse companies. By prioritising stock selection and by fully exploring this broad investment universe, we aim to deliver consistent outperformance over the longer term.

Consistent investment process

We employ a clear and consistent investment approach guided by our Focus on Change investment philosophy. We look for stock-specific investment opportunities by identifying and assessing insights into companies’ prospects that the rest of the market has not fully priced in. This is consistently applied across all our equity teams and other asset classes. We ensure discipline around this philosophy by requiring that all investment ideas are expressed in a common investment language, enabling us as global stock-pickers to select the best ideas for our Global Equity Funds.

Unique team structure

Our Global Equity Team is at the centre of an extensive, global stock research team, covering North America, Europe, the UK and Emerging Markets. This comprises over 60 highly experienced equity investors, and ensures in-depth, proprietary coverage of a very large stock universe. We gain further insights from our in-house Corporate Bond Team, Global Real Estate Team and Strategy Team, as well as from our strategic partnership with Japanese asset manager Sumitomo Mitsui Trust Bank.

Our Global Equity Team is fully integrated into this research process, gaining close involvement over the full life-cycle of each investment idea. This gives us deep insights into a broad range of investment opportunities and allows us to pick what we believe to be the best ideas with true conviction.

How does this impact our clients?

The global equity market provides our clients with access to the broadest possible opportunity set. We believe that this universe presents the potential for consistent and repeatable outperformance. Our core Global Equity Funds seek to deliver this outperformance by harnessing a proven and consistently applied investment process, unique team structure and high conviction portfolio management approach. We have a proven track record of delivery over the last eight calendar years.*