Industry Voice: Global Equity - Finding alpha beyond style bias

clock • 1 min read

In recent years Royal London Asset Management's Global Equity team has navigated the polarisation between growth vs value. In this article we look at the stock selection and portfolio construction discipline they have employed. We also consider how the team has sought a differentiated approach to peers, as well as the specific processes they have implemented with the aim of creating consistent alpha across different style cycles. 

 

Read the article

 

Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author's own and do not constitute investment advice.

About us: Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, managing assets on behalf of a wide range of clients. Our experienced team of investment specialists manages around £147.2 billion of assets (as at 31.03.2021), investing across all major asset classes. Our funds are aimed at meeting a broad range of investor needs.

Contact details: [email protected] and 020 3272 5950

 

More on Equities

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Fidelity’s global technology research team recently completed its 13th annual Silicon Valley trip. Over several days in the Bay Area, they met more than 20 companies across semiconductors, internet software and frontier AI labs. Fidelity Global Technology Fund portfolio manager Hyun Ho Sohn shares three key insights from his most recent visit.

Hyun Ho Sohn, Portfolio Manager, Fidelity Global Technology Fund
clock 14 July 2026 • 8 min read
'Fundamental shift' for growth allocations as value creation moves pre-IPO

'Fundamental shift' for growth allocations as value creation moves pre-IPO

‘Major headache’ for exchanges

Michael Nelson
clock 13 July 2026 • 4 min read
Partner Insight: The Future is Now for Investing in Economic Security

Partner Insight: The Future is Now for Investing in Economic Security

Sung Cho Portfolio Manager, Fundamental Equity and Marcus Pugh-Smith Client Portfolio Manager, Fundamental Equity
clock 08 July 2026 • 10 min read
Trustpilot