Investment Philosophy

Our investment philosophy is driven by our belief that returns over the long term is determined by economic and corporate fundamentals, and that our own analysis of these factors should be the foundation of our investment strategy.

Schroders’ core investment belief is that equity and bond markets are inefficient and that this can be exploited by an active manager – given the right resources and a disciplined, coherent approach.

We therefore believe in the potential to generate competitive returns from independent research. We are committed to fundamental research and we have the global resources to support this commitment. Our equity and credit analysts evaluate companies from many perspectives, focusing on a business’s potential for long-term value creation and earnings power, and its ability to service debts.

Schroders’ experienced portfolio managers take the research ideas which carry our highest conviction and, using proprietary tools, construct portfolios that maximise returns with the appropriate level and distribution of risk.