How does GBIM select equities?
Our larger clients may have some direct UK equity holdings. We do not have a strong, distinctive style approach, but are flexible in looking for:
- Established business leaders or teams with a track record of growing the top line and generating excess cash flow
- Businesses with a leading franchise
- An element of change from the recent past
- Shares which are not overvalued
We also use funds to diversify the styles of equity selection within the portfolio.