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Alquity Investment Management Limited
Distinctive investment strategies with sustainability at the core.
3
Emerging Markets Funds focused on secular growth themes
$2.9m
donated to our Transforming Lives Foundation
90%+
UN PRI score across our UN PRI reporting modules
1
Article 9, quantitatively driven Global Impact Equity Fund
At Alquity, we aim to deliver attractive risk-adjusted returns through highly differentiated strategies,
Our three Emerging Markets funds
Our Indian Subcontinent, Asia and Future World funds share five core investment beliefs:
- We are thematic investors, focusing on long-term secular growth trends. We primarily focus on domestic opportunities, we are agnostic whether companies are included or not in the index.
- We invest across the whole market cap spectrum. We believe that small-caps are systematically under-researched creating and represent an alpha-generating opportunity.
- We believe the market often underestimates the extent and duration of the long-term alpha potential from companies with sustainable competitive advantages.
- We believe sustainability is built in, not bolted on. Sustainability is embedded throughout the investment process, with proprietary, in-house analysis informing stock selection, position sizing and portfolio construction to help mitigate risk.
- Our ideas are generated entirely in-house through proprietary, bottom-up research. We engage directly with management teams and apply rigorous financial and ESG analysis to identify quality companies with clear near-term catalysts.
Our Global Impact Fund
The Global Impact Fund is fundamentally different, with a quantitatively managed investment process. It targets returns by investing in companies whose products and services support progress towards the 17 United Nations Sustainable Development Goals.
Our purpose
Our differentiated approach extends beyond investing. Through our Virtuous Circle business model, we commit a portion of revenues from our Emerging Markets strategies and our Global Impact Fund to the Transforming Lives Foundation, a UK-registered charity supporting impactful initiatives in the communities where we invest.
