Espiria Global Innovation

An actively managed global equity fund that invests in innovation-driven companies whose products and services not only shape the modern world but also drive its future.

We are at the forefront of a new cycle of innovation, where
breakthroughs in areas such as artificial intelligence and chips for
advanced computing will accelerate development exponentially. As
the technology matures, technological advances will spill over from
the IT sector to the wider economy. Over the next decade, hundreds
of millions of jobs are expected to be automated, healthcare will
be transformed with new computer-generated and personalised
medicines, factories will be autonomously controlled and we will see
the first truly self-driving cars. This new cycle of innovation is expected
to be the fastest in history, creating great opportunities for companies
that are early adapters and adopt the new technology.

• Exposure to global equities
• Investments supported by strong trends in innovation
• Actively selected quality companies with reasonable valuations in relation to long-term potential
• Focus on quality companies and portfolio balance
• Experienced management team

The investment strategy focuses on market-leading companies with strong business models and skilful leadership, where the companies' innovation and sustainability are central to the investment process. All of Espiria's investment decisions are based on a framework that evaluates companies based on leadership, business model, market, fundamentals and sustainability.

Investment decisions are guided by

• Portfolio balance provides stability over the economic cycle and reduces sensitivity to sharp changes in individual trends
• Quality companies have historically been resilient to stock market downturns
• Exposure to megatrends supports good sales growth over time, with sustainable, innovative companies having good opportunities to grow faster than the market at lower risk.