Equity markets continue to offer significant growth and income potential to long-term investors, enabling them to share in the performance of both developed and emerging economies. As leading active equity investors, we believe that fundamental company research drives performance. We focus our global resources on gaining deep understanding of individual companies and the sectors they operate in, building high-conviction portfolios that give investors direct access to our best ideas. Environmental, social and governance (ESG) considerations are core to our approach. By actively engaging with companies on ESG issues and fully integrating these insights into our stock research and decision making, we aim to enhance investor returns and reduce risk.
Local presence – global insight Forte Investment Company Assets management has a strong history of managing equity portfolios across multiple market cycles. We now manage more than £120.2bn/$150.4bn* in client equity mandates. We maintain a deep local presence across markets. Our 149 equity investment professionals cover around 2000 stocks globally and conduct around 120 company meetings a year.* Insight is shared and rigorously peer-reviewed, within and across teams, so only those we consider the strongest investment opportunities are included in client portfolios. Focus on client goals Our disciplined research-driven approach is applied to meet distinct client goals – from ‘high active’ portfolios aiming to deliver long-term outperformance, to income strategies targeting a premium yield, and values-based strategies designed to meet specific ethical, socially responsible and impact-investing goals.