A dedicated public-equity service spanning developed and select emerging markets, combining bottom-up, research-driven stock selection with top-down macro and regional risk management.
Global Equities is a dedicated public-equity service for investors who want dedicated, professionally managed exposure to listed companies rather than a blended multi-asset allocation. Individual positions are selected through bottom-up fundamental research — assessing a company's competitive position, balance sheet and valuation on its own merits — before regional and sector weightings are checked against a top-down view of macro and market risk.
This service is equally suited as a focused satellite alongside a broader portfolio, or as a standalone equity service for investors who already have fixed income and alternative exposure elsewhere and want a dedicated manager for the equity sleeve.
Individual positions are built on fundamental research into competitive position, balance-sheet quality and valuation, not index membership.
Exposure spans developed markets and a select set of emerging markets chosen for liquidity, governance standards and growth quality.
Regional and sector weightings are checked against macro and market-risk conditions so bottom-up conviction never runs unchecked.
Global Equities typically suits investors and institutions in the following positions.
Investors who already hold a diversified core and want a focused, higher-conviction equity sleeve alongside it.
Institutions that manage fixed income and alternatives elsewhere and want a dedicated manager for their listed-equity exposure.
Investors comfortable with equity-market volatility in pursuit of long-run capital appreciation ahead of a broader allocation.
A consistent onboarding path for every investor entering Global Equities.
We review your objectives, existing equity exposure and time horizon to confirm Global Equities is the right fit.
The agreed terms define the benchmark, regional and sector tilts, and any exclusions or preferences that apply to your account.
An initial equity book is built through Aubergine's bottom-up research process, checked against the agreed terms.
Positions are reviewed continuously, with regular, plain-language reporting against your benchmark on an agreed cadence.
Talk to our team about fit, eligibility and reporting before committing any capital.