What is active investing?
Active investing is the process of selecting stocks to add to and remove from a portfolio, based on fundamental analysis, in an effort to outperform the broader market or a specific index on a risk-adjusted basis.
An ongoing evolution
The investment world is undergoing an enormous amount of change and active management is no different. The lack of global growth, rapidly advancing technology and new competitors means that the dynamics of the industry are evolving faster than ever. But within that change lies opportunities for those who are willing to think and invest differently.
For more than 40 years we have been investing with an eye to the future and a focus on aiming to deliver consistent excess returns through active, fundamental, bottom-up stock selection. Led by our convictions and a recognition that long-term investment focus is increasingly shifting from a geographic to a thematic approach, we offer a range of solutions aiming to meet the needs of our clients.
Matthew Lovatt as Global Head of AXA IM Framlington Equities
Our Framlington Equities key figures
Managed across 3
global financial centres
years of experience*
Source: AXA IM as at 06/30/2018 unless otherwise stated
*Average years of experience of a Portfolio Manager
60 insights found
15 January 2019
From weak to strong hands
Certain aspects of markets feel like early 1999, volatility is spiking as leveraged low volatility trades blow up, and a bout of distressed selling is being misinterpreted as markets being warned abo ...
13 December 2018
Beset by bearishness
Thin volumes, deleveraging, and policy shocks are making for a rocky end to a year in which it is reasonable to say ‘nothing worked’.
03 December 2018
Shrinking liquidity means higher volatility
Against such a background, hints of positive news, such as an end to Fed tightening and or some agreements on trade, could produce a classic Santa Claus rally.