Global Equity Strategies

Global Equity

Driven by a passion for uncovering Future Quality investments, we build concentrated global equity portfolios that aim to deliver a strong track record of outperformance.
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Future Quality Companies

Attain and Sustain High Returns on Investment

Our strategy is based on the Future Quality philosophy. We expect to find alpha by seeking Future Quality companies with sustainably high or improving returns on investment over the long term.

We identify Future Quality by assessing a business across four key pillars - Quality of Franchise, Management, Balance Sheet and Future Valuation. This framework gives us a complete picture of the potential for investment. We also believe that environmental, social and governance (ESG) considerations are integral to Future Quality - good companies make good investments.

"We believe our investment approach genuinely sets us apart. With a great team dynamic and drive to uncover and invest in Future Quality companies, we build focused and truly differentiated portfolios."

The Four Pillars of Future Quality

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Franchise
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Management
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Balance Sheet
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Valuation

Franchise

Lasting sustainable competitive advantage, protecting the high return on investment in the long term

Management

Sound strategic and capital allocation decisions, supporting high return growth opportunities

Balance Sheet

Growth is appropriately financed, not reliant on issuing significant debt or new shares 

Valuation

Disciplined approach, paying too much for a high quality company can turn it into a low quality investment 

Our Team Approach

Experience, Mutual Respect and a Shared Passion


Ella-Kara Brown

Portfolio Manager

Greig Bryson

Portfolio Manager

Michael Chen

Portfolio Manager

Iain Fulton

Portfolio Manager

James Kinghorn

Portfolio Manager

William Low

Portfolio Manager

Johnny Russell

Portfolio Manager

Finn Stewart

Portfolio Analyst

Our shared passion for discovering Future Quality businesses drives our disciplined, repeatable investment process, which is why our clients trust us to manage more than USD 6 billion globally. We believe a team-based approach to investing best limits key person risk and cognitive bias, and delivers the benefits that come with the deep and diverse experience of the team. At every stage of the investment process ideas are challenged through rigorous and open debate and within a culture of mutual respect.

Our core values of diligence, respectfulness, mindfulness and transparency form the foundation of our team culture.

 

Collective Focus

“We are passionate believers that our team’s collective knowledge is more powerful than any individual team member’s. We harness over 175 years of collective investment experience to strive for outperformance and grow capital for our clients.”

The wider Edinburgh Global Equity team

 

“The team’s collective experience and flat structure are crucial elements of our investment process and ensure the successful delivery of Future Quality ideas for client portfolios.”

Our Process

Creating a high-conviction portfolio

Idea
Generation

Fundamental
Research

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Peer Challenge
& Stock-Ranking Tool

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Portfolio
Construction

 

Our process for identifying long-term Future Quality winners starts with robust idea generation that is validated by bottom-up fundamental research. Our flat team structure means all portfolio ideas are peer challenged, with each portfolio manager sharing both analyst responsibilities and ownership of investment outcomes. Ideas are then ranked using our stock-ranking tool.

This process of actively challenging investment ideas limits cognitive biases that can lead to inferior returns. This comprehensive process generates a portfolio tilt towards growth and quality, with a total carbon footprint well below the MSCI All Countries World Index.*

* Source: MSCI ESG Research, Amova AM Research, 30 April 2025

What is Future Quality?

 

Important Information

The information on this website is for informational purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any product or service to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

Moreover, the information in this website will not affect Amova Asset Management America, Inc.’s (“Amova AM”) investment strategy in any way. The information and opinions in this website have been derived from or reached from sources believed in good faith to be reliable but have not been independently verified. Amova AM makes no guarantee, representation or warranty, express or implied, and accepts no responsibility or liability for the accuracy or completeness of this document. No reliance should be placed on any assumptions, forecasts, projections, estimates or prospects contained within this document. This website should not be regarded by recipients as a substitute for the exercise of their own judgment. Opinions stated on this website may change without notice.

In any investment, past performance is neither an indication nor guarantee of future performance and a loss of capital may occur. Estimates of future performance are based on assumptions that may not be realized. Investors should be able to withstand the loss of any principal investment. The mention of individual securities, sectors, regions or countries within this document does not imply a recommendation to buy or sell. All information contained in this website is solely for the attention and use of the intended recipients. Any use beyond that intended by Amova AM is strictly prohibited.

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Additional information can be found under the Disclaimers [https:us.amova-am.com/institutional/legal-privacy-policy/disclaimer] section of this website.

US
This website is for information purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any investments or participate in any trading strategy. An offering of any investments, securities or investment advisory services with respect to securities may only be made by receipt of relevant and complete offering documentation and agreements, as applicable. Any offering or distribution of a Fund in the United States may only be conducted via a licensed and registered broker-dealer or a duly qualified entity. Amova Asset Management Americas, Inc. is a United States Registered Investment Adviser. 

Canada
The information on this website should not be considered a solicitation to buy or an offer to sell a security in Canada. The information provided herein does not constitute any form of financial opinion or investment advice on the part of Amova AM and it should not be relied on as such. It does not constitute a prospectus, offering memorandum or private placement memorandum in Canada, and may not be used in making any investment decision. Additional information can be found under the Disclaimers section of this website.