Investec Global Equity

Investec Global Equity is a solid core holding which benefits from a tried and tested process and an experienced analyst team.

Tom Whitelaw 20 January, 2009 | 9:20AM
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The Global 4 Factor team, co-ordinated by James Hand, has managed this fund since December 2005. The fund uses Investec’s proprietary "4-factor" quantitative model to screen the MSCI World universe for potential investment opportunities. Stocks favoured by the model are then passed to Mark Breedon’s global equities team for more fundamental analysis.

This mixture of quantitative screening and qualitative analysis works well in a universe as vast as the MSCI World and the model is able to narrow down the 4,500 potential holdings whose market caps exceed $1bn to a more manageable list of 500 names. The process was born out of the team’s desire to cut through the ever increasing amounts of market data in a useful and repeatable way. It aims to find good quality companies at reasonable val

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Ninety One Global Equity A Acc £227.04 GBP0.19Rating

About Author

Tom Whitelaw