Thornbridge Investment Management LLP provide investment management services to UCITS funds and is the investment manager for the HC Global Equity Fund.
Investment Strategy:
The Fund focuses on companies assessed as having high Business Quality and People & Leadership Quality, and that are strongly aligned with the climate transition and decarbonisation. The Fund aims to construct a high-conviction portfolio of approximately 30 holdings, with appropriate sector and regional diversification to manage risk and tracking error. The Fund takes a long-term view and is led by a bottoms-up fundamental analysis approach.