TT International
Information
Authentically active, responsible and high-conviction portfolios.
With over 30 years’ experience of conviction investing, we offer only authentically active portfolios that aim to exploit market inefficiencies. We believe such inefficiencies arise because markets fail to accurately reflect macroeconomic and geopolitical factors, and because persistent behavioural biases cause asset prices to diverge from their intrinsic fair value. To successfully exploit asset mispricing, we therefore believe it is crucial to integrate informed top-down views with rigorous bottom-up company analysis.
Organisation type
Asset Manager
What we offer
Market-leading pure-play environmental investing capabilities. As well as companies tackling climate change, we also look to channel capital towards companies protecting against ecosystem destruction and loss of biodiversity. We donate one-third of certain management fees to several carefully selected environmental charities.
Distinguishing features of our capabilities include:
• High hurdle for inclusion. We believe that our definition of ‘environmental solutions’ is significantly more stringent than many of our peers.
• Our Research Advisory Board consists of leading environmental policymakers and experts such as Dr Ma Jun, a key green policy adviser in China and Co-Chair of the G20 Green Finance Study Group. The purpose of the board is to challenge, inform, advise and connect our investment team, providing an additional layer of scrutiny and insight.
• We have a genuinely global approach. Whereas many of our competitors have portfolios that are dominated by companies in Europe and the US, our world-class team of analysts have many years of experience researching companies across the globe, including in Emerging Markets, where TT has a market-leading strategy. Consequently, we have exposure to many exciting companies in Asia and Latin America.
