Investment Strategies

The ValueInvest Team has a long history of managing Global equities and Japanese equities according to its unique, disciplined, and value-oriented investment process based on fundamental bottom up stock picking.

ValueInvest AM Global

The ValueInvest Global strategy is designed with the aim to produce attractive risk-adjusted long-term returns by investing in understandable businesses with mispriced earnings power. The portfolios are primarily invested in global large cap equities listed in developed countries. The portfolios consist exclusively of companies which have been positively identified in the investment process and are managed free of benchmark constraints. The investment strategy excludes derivatives, currency hedging, and leverage. Typically, cash positions are kept below two percent.

ValueInvest AM Japan

The ValueInvest Japan strategy is designed with the aim to produce attractive risk-adjusted long-term returns by investing in understandable businesses with mispriced earnings power. The portfolios are primarily invested in Japanese large cap equities listed in Japan. The portfolios consist exclusively of companies which have been positively identified in the investment process and are managed free of benchmark constraints. The investment strategy excludes derivatives, currency hedging, and leverage. Typically, cash positions are kept below two percent.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

Shareholder Rights Directive
Macquarie Investment Management EMEA is currently considering whether it will adopt an engagement policy pursuant to Article 3g of the amended EU Shareholder Rights Directive (Directive 2007/36/EC). When that decision has been made, this webpage will be updated accordingly.