Framlington Equities
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.
Our approach
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
Insights
01 October 2019
How are robots driving growth in non-automotive industries?
Since the 1950s, robotics have historically been applied to – and has been instrumental in the development of – the automotive industry, cutting out time-intensive inefficiencies such a ...
27 August 2019
The triumph of longevity
Dani Saurymper and Thomas Kirkwood discuss the implications and opportunities of longer life.
27 August 2019
New Opportunities as Life Expectancies Increase
Over the last 150 years, life expectancy has increased by two to three years each decade.
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