Active, fundamental investors
Our long-term, fundamentally driven investment process seeks to build portfolios that have high active shares, with consideration of environmental, social and governance (ESG) risk factors to enhance the long-term value of our investments.
Fundamentally-driven
We invest with a long-term, bottom-up approach and focus on the best stock opportunities globally.
Actions that unlock value
We seek to enhance long-term value creation by embedding ESG considerations and engaging with organisations to inform investment decisions and drive positive change.
Connected thinking
Our process demands and rewards a culture of collaboration across our global platform.
Potential benefits
High-conviction portfolios
Portfolio construction is designed to deliver enhanced returns through stock selection.
Building in responsibility
Aiming to future proof portfolios against long-term sustainability risks while contributing to a more sustainable future.
Superior returns
We break down asset class silos to gain deeper insight, leading to better informed investment decisions.
The investment manager always applies the Firm’s Baseline Exclusions Policy and any specific constraints within a prospectus or IMA, but any other ESG factors or risk considerations are adopted at the manager’s discretion.
Key risks
For further information on our strategies, please refer to our factsheets and supporting literature.
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
A globally integrated team with extensive experience
Investment professionals named may be employees of Aviva Investors Canada Inc. or one of its global affiliates including Aviva Investors America LLC (USA) or Aviva Investors Global Services Limited (UK).
Will Malcolm
Head of Global Emerging Markets & Asian Equities
Barney Goodchild
Head of Credit and Equity Investment Specialists
Isabel Emo Capodilista
Head of Equities
Max Burns
Global Equities Portfolio Manager & Head of Equity Research
Trevor Green
Head of UK Equities
Need more information?
For further information, please contact our investment sales team.
Strategies in focus
Equities views
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Spend and save: Three key trends shaping the consumer sector
4 Dec. 2024
Our new series shares insights from our sector hub discussions to delve into the trends shaping global equity markets. In the first instalment, Harsharan Mann, consumer sector hub lead, explains what investors should look out for in the sector.
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US election 2024: Some initial thoughts from our fund managers
6 Nov. 2024
Aviva Investors fund managers Edward Hutchings, Liam Spillane and Max Burns offer their initial thoughts on what the US election means for financial markets.
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Casting a wider net: Equity income investors find opportunities in global tech and industrials
26 Apr. 2024
Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr. 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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The war on bugs: Climate change contributes to growth in the pest-control industry
13 Mar. 2024
Pest control has become a growing priority for city residents and authorities all year round, as rising temperatures and other factors boost the populations of many pest species. But in creating adaptation solutions, the sector could also represent a long-term investment opportunity.