Single Stock Portfolios

High conviction single stock portfolio of technology companies across the world.

AI & Robotics technologies are now permeating every aspect of business and industry.

A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.

Large cap U.S. listed equity portfolio that offers above-average dividend income and defensive characteristics.

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Exposure to large and stable household names in the UK via systematic and transparent process.

A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution.

Listed real estate investments that pay high dividends and pass through their rental income to investors.

A value-tilted portfolio that invests globally and seeks to balance growth potential vs valuations.

A high conviction stock portfolio targeting leading Asian stocks.

Buy land, they’re not making it anymore. A listed real estate portfolio, diversified across geographies and real estate types.

Healthcare is a universal and permanent human need, which makes it an excellent defensive equity exposure.

Large cap global equity portfolio that offers above-average dividend income and defensive characteristics.

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Large cap European equity portfolio that offers above-average dividend income and defensive characteristics.

Large cap Japan equity portfolio that offers above-average dividend income and defensive characteristics.

Hong Kong equity portfolio that offers above-average dividend income and defensive characteristics.