The fund aims to achieve returns through investment in a portfolio comprised primarily of equities across global markets. The portfolio is expected to have between 20 to 25 holdings with an average market capitalisation of around USD40bn. The average portfolio turnover is expected to be approximately 20-30% per annum. The fund seeks to deliver performance aligned to the long-term cash flow growth of the underlying holdings, targeting 12%-15% across the cycle.
EUR, USD, GBP
The fund aims to achieve returns through investment in a portfolio comprised primarily of equities across markets in the United States of America and Canada.
EUR, USD, GBP
How Trium and other four fund managers are playing the healthcare sector
Raphael Pitoun, Portfolio Manager of Trium Sustainable Innovators Fund, discusses the escalating costs in Healthcare and how MCOs (managed care organisations) are helping to address the problem.
In June 2021, Raphael Pitoun brought his global and US ESG strategies over from CQS to Trium Capital. The linked document gives an overview of his funds' strategy and performance.
CQS Strategy - November 2020
The attached presentation shows the updated structure, processes and principles of CQS's investment strategy updated to November 2020
A view on post-Covid strategies
Raphael Pitoun, manager of the New City Global Equity Fund, shows how the recent market recovery was primarily driven by interest rates rather than fundamentals. In this presentation he presents his view on the stocks to consider for long term growth.