The Setanta Global Equity suite contains our global equity fund offerings with the Global Equity Fund being the flagship fund at Setanta. This suite of funds represents the largest segment of assets that we manage, and are constructed with full adherence to our value investment philosophy and process.
The Global Equity Fund is an actively managed equity portfolio which holds c. 100-140 global stocks. The stocks are chosen within a global sector framework via thorough bottom-up analysis. The key endeavour is the establishment of a value case for each investment, informed by conviction in the value-investment principles of our firm.
Focus 15 is an actively managed, concentrated Global Equity fund that is invested in circa 15 stocks. As a fundamental value investor our research is designed to properly understand how each business functions and to consider pertinent risks to the business. We attempt to value each business, incorporating relevant upside and downside scenarios.
The Global Equity SRI Fund is an actively managed equity portfolio. The stocks are chosen within a global sector framework via a thorough bottom-up analysis and prior to purchase stocks are screened to ensure they meet predefined ethical criteria, in the following areas: Environment; Human Rights; Employee and Governance Issues; Manufactureof Armaments and Supplies to the Military; Cosmetics Testing on Animals; Tobacco Production; Irresponsible Promotion of Breast Milk Substitutes.
