Deep Dive: 'The importance of investing with a purpose'

Focus on well-managed companies with strong balance sheets

clock • 3 min read
Gerrit Smit of Stonehage Fleming
Image:

Gerrit Smit of Stonehage Fleming

Gerrit Smit, head of equity management at Stonehage Fleming, dives into US equities

Many investors are again debating the merits of active against passive, or growth against value investing. With the current sharp market rotation toward value, backers must see potential for more sustainable performance today than they have suffered since the Global Financial Crisis, with their value stocks delivering only half the returns of growth.  However, rather than debating value versus growth investing, investors should look for well-managed companies with strong balance sheets that have sources of sustainable, above average organic growth.  It is abundantly clear that the ...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

Daryl Liew, CIO at REYL Singapore.

REYL's Liew eyes return to overweight positions in Asian quality growth names

'It's a question of timing'

clock 28 June 2022 • 3 min read
The UK accounted for €4bn in net UCITS sales in April.

Monthly outflows persist across equity UCITS and AIFs in April

Improved from €42bn outflow in March

clock 27 June 2022 • 1 min read
Brian Raven, Tavistock chief executive

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read
Trustpilot