| Funds invest in companies listed in stock markets around
the world. Top down (macroeconomic conditions/trends) and
bottom up (superior stock selection) approaches target investments
at a global, regional, country and sector specific level to
deliver superior performance. Portfolios cover all major sectors,
markets and emerging markets. Equity markets over time reflect
the underlying profitability of the corporate sector, which
in turn is dependent on the health of the overall economy.
In the short term, there have always been periods of over
and under valuation by the stock market of this underlying
profitability. But over longer periods of time, Charles Fleming’s
Asset Management Division believes that equity returns will
be positive as economic growth and corporate profits expand.
We provide asset management products in all the main equity
classes as follows:
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