We focus on investing in businesses that are becoming better and sustainable investing is a vital dimension in identifying positive change. We share views and preferences on sustainable investing priorities using a consultative approach, rather than demanding specific actions..
Owning high-quality, owner-operator led companies with sustainable competitive advantages.
Our investment approach：CBS Aligned takes a long-term, bottom-up fundamental approach and specializes in the management of large-cap and mid-cap equity portfolios, primarily in the United States. We invest in owner-operator led companies with aligned incentives, while remaining focused on valuation and risk reduction. Our established track record includes a proven history of delivering risk-adjusted excess returns over market cycles.
Identifying compelling high growth, small- and mid-sized companies that are getting stronger and exceeding investor expectations.
Our investment approach：CBS Dynamic Growth uses a bottom-up, growth-oriented approach to find companies that we believe are getting stronger because of fundamental momentum or positive surprise. We specialize in the management of small-cap, mid-cap, and SMID-cap equities, primarily in the United States, and our growth strategies strive to outperform their benchmark over a three-to-five-year market cycle.
Committed to investing in quality companies that can grow revenues and earnings while returning capital to shareholders.
Since 2010, CBS Edge has been a leading manager of U.S. equity strategies, specializing in the management of large, mid, and SMID-cap equities. Located in New York City, the team at CBS Edge uses a quality first approach, has the patience to invest at attractive valuations, and maintains a long-term investment horizon.
Our Equity Income and SMID Equity Income strategies invest in companies that pay a meaningful dividend and have the potential to grow that dividend over time. Our Capital Appreciation and Concentrated Mid Cap strategies prefer companies that pay dividends and/or buyback stock over time.
Quality first：Focused on selecting companies with sustainable competitive advantages, strong management teams, and financial strength.
Profitability matters：The team screens for companies with revenue growth in excess of industry, return on invested capital greater than weighted average cost of capital, and positive free cash flow.
Long-term perspective：We wait for market overreaction to short-term noise to purchase great companies and own them for years.
Relying on specialized equity capabilities and focused expertise to invest in businesses that are becoming better..
Our investment approach：CBS Equities specializes in the management of global equities. With experienced resources around the world, we combine global insights with local knowledge to deliver a wide range of specialized equity investment solutions spanning all regions and market caps.
Diversified International Equity: Investing primarily in the shares of businesses domiciled in developed (ex-U.S.) and emerging market countries that we believe are becoming better as a result of positive change.
UK/AU/NZ: Investing primarily in the shares of UK/AU/NZ-domiciled businesses that we believe are becoming better as a result of positive change.
U.S. Small Cap Equity: Investing in small-cap businesses domiciled in the United States that we believe are becoming better as a result of positive change.
Finding what we believe are ideal companies through the powerful convergence of objective evidence and human judgement.
Our investment approach：CBS Origin targets the most profitable and fastest-growing global equity companies at reasonable prices. Committed to hard evidence rather than subjective opinion, we assess management quality purely through fundamentals and consciously avoid meeting with companies. We use a clear-cut, repeatable, and systematic process that replaces ego with evidence and objectivity to isolate four equally weighted key characteristics we have identified as exemplifying the ‘ideal’ company.
The CBS AM Emerging Markets Active Engagement Strategy is a core, scalable and differentiated investment strategy aiming to maximise risk-adjusted returns through its proprietary approach to truly active emerging markets investing.
Our investment philosophy is shaped by the belief that active management must fully integrate engagement across the portfolio to unlock and drive greater recognition of fundamental value.This is of particular importance in Emerging Markets.
The strategy is underpinned by a proprietary two-pillar process that both identifies undervalued businesses through its fundamentally driven bottom-up approach, and partners with all portfolio companies to generate additional alpha from material ESG and operational improvements.The strategy is managed by an established team with more than 10 years of combined Emerging Markets investing experience. An integrated risk management approach is employed with deliberate factor exposures to reduce portfolio volatility and drive investment returns through stock selection.
We believe that the greatest opportunities lie in solving the greatest challenges facing both People and the Planet. To that end, our investment process focuses on identifying the world’s largest social and environmental challenges, and seeks out companies whose products and services provide lasting solutions, resulting in positive performance from their positive impact.
Approach: We fully integrate sustainable investment factors into our understanding of each company we analyse. By identifying the sustainable themes and megatrends that will drive company revenues, and by assessing the sustainability of operations that will impact profits and returns, we identify those companies that can excel over the long term.
Environmental, Social and Governance (ESG) integration is vital to gauge the long-term financial health of companies. Research suggests that exposure to companies with high ESG credentials provides greater long-term risk-adjusted returns and superior sustainability impacts.
A robust ESG investment strategy requires a thorough understanding of data, the underlying securities and what constitutes good ESG credentials. We address this by deconstructing ESG data, overlaid by our consistent, sustainable investment framework. This allows us to create customisable and dynamic rules-based Global Equity portfolios tailored to our clients’ needs.
Our Global ESG-Plus Equity strategy is designed for institutional investors looking to leave a positive imprint as well as performance. The strategy aims to provide superior long-term returns with improved sustainability metrics compared to traditional equity indices.
Strategy overview: We initially apply negative screening to a global developed market equity investment universe to take account of controversies, and exclusions. Our proprietary model then derives an ESG score for each company. This process aims to lower the risk of potential controversial events and the likely subsequent impact on reputation and share price. Companies are included in the portfolio if they demonstrate a high CBS ESG score relative to the whole investable universe, or an improving score over a defined period, which we believe is a leading indicator of company performance. We are active equity owners and through Proxy voting, we believe, we can increase the potential for long-term value realisation
Customisation: Our proprietary ESG capability and expertise allows us to tailor the strategy to represent our clients’ investment and sustainability objectives through tailored exclusions, Shariah investment considerations, targeted ESG impact, or thematic tilts.
Methodology: Our proprietary data-driven ESG scoring solution combines thousands of distinctive firm-level data points. Central to our analysis is the application of our proprietary financial materiality mapping that provides us with a clear picture of the metrics that are material to companies across different industries. This provides dynamic and transparent company ESG scores, creating a multi-faceted approach to examining data. Learn more about our ESG methodology here.
Exposure to global equities remains a vital source of real, long-term returns in a diversified portfolio. Accessing these returns in a consistent manner can be costly, which can detract from performance. We believe a robust indexation process, reinforced by expert oversight and tailored to investors’ individual objectives, is the most cost-efficient approach to capture global economic and equity market growth through revolving economic cycles.
Approach: We create bespoke equity investment strategies through indexation built around each of our client’s unique objectives and risk parameters. Clients’ portfolios have the flexibility to accommodate any restrictions and ethical considerations, alongside fully-optimised diversification.
We believe our deep expertise and knowledge of global markets are significant factors in the success of our equity index strategies. Clients can also call on our expert insights to help shape their long-term investment perspective. Investors can benefit from our ongoing scrutiny of their portfolio using resilient trading and risk management systems. This – combined with our many years of experience – has given our long-term clients confidence in the index portfolios we manage on their behalf.
The CBS AM Sustainable World Fund is a global sustainable long-term equity growth Fund. The Fund aims to outperform the MSCI World Index by 2% per annum over the long-term 5 years rolling gross of fees, by investing in companies whose products and services provide lasting sustainable solutions to the world’s largest social and environmental challenges.
Thematic approach identifying today’s mega trends such as health, safe mobility and clean energy. For each theme, we seek to identify the challenge, the solution, and then the products and services that can deliver positive solutions and opportunity. Targets best in class businesses from a global universe, who can deliver sustainable financial returns, operational excellence and positive impact through their products or services.
At CBS Asset Management, we believe good stewardship means safeguarding future generations’ needs. Capital must be mobilised to support a more sustainable world and global economy. Sustainability is the core of our strategy. What we invest in matters and this fund supports our ethos. Engagement with companies to drive positive change and enhance shareholder value. Concentrated portfolio, diversified across the themes, sectors and regions to maintain focus on stock specific performance, rather than following the index. Managed by a highly experienced team who employ an active, rigorous bottom-up approach and 6-stage investment process, aiming to deliver a high conviction portfolio of the growth businesses of the future.