In 2017, RLAM launched two global equity strategies – Global Equity Select and Global Equity Diversified. The strategies have since produced four years of attractive absolute and relative returns, continuing an impressive track record from a strategy that was initially launched in 2002.
Using a markedly differentiated stock selection approach, the strategies have delivered a consistent track record of performance across economic cycles and differing periods of style leadership.
Given the polarisation of Growth and Value style returns over the recent market cycle, it is a good opportunity to look back and understand the drivers behind performance. What we see is evidence of an approach that has idiosyncratic company insights driving outperformance, without depending on a favourable style environment.
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