Global. All-cap. By conviction.
The Heward Equity Fund is our flexible global equity mandate. It invests across sectors, geographies and market capitalizations, with the portfolio shaped by our reading of the market rather than by any fixed style or benchmark. Sector and regional weights move meaningfully over time, as opportunity dictates.
It is the most discretionary of our equity strategies — a portfolio of high-quality businesses chosen on their own merits, wherever they trade. The result is a genuinely global book, anchored by durable franchises and held with conviction.
One philosophy. Quality, wherever it trades.
