1. Differentiated quality approach

The dVAM Global Equity Focus Strategy invests in quality growth companies with enduring competitive advantages and the ability to generate strong and sustainable returns. The team applies Porter’s Five Forces to assess how a market supports durable competitive advantages, as these can enable companies to sustain above-average growth, and high or improving returns on capital.

 

2. Accesses the best global ideas

There is no reliance on a single or small group of sectors or regions to drive portfolio construction, rather the selection of high-quality companies that the market undervalues. The fund has a consistent quality-growth bias, which is important in a structurally lower-growth environment. 

 

3. Stock selection is driven by high-quality research

The investment team benefits from the input of the extensive Columbia Threadneedle regional equity research teams when building a high-conviction, 30-50 stock portfolio. While the team takes a bottom-up approach to stock selection, they also draw on the research of their wider investment teams whose insights keep them informed of global trends driving markets. 

 

4. Highly experienced team, delivering consistent returns

The Global Focus Equity Strategy has delivered consistently strong returns since the portfolio manager’s David Dudding start date in April 2013. David has over 18 years of industry experience managing concentrated equity portfolios.

 

 

 

“We seek companies with a competitive advantage, strong cash flow generation, and the ability to maintain pricing. By taking a global approach, we are not restricted by increasingly artificial regional boundaries and can invest in truly the best companies across the globe.” 

 

 

 

 

 

David Dudding

Portfolio Manager of Strategy (since 2013)