Our approach to UK equities

A core focus of the Framlington equity offering, our UK equity team covers the large, mid and small-cap sectors. The team combines over 30 years’ experience doing in-depth, bottom-up research, including a rigorous schedule of company meetings, with a strong top-down understanding of the broad macroeconomic drivers at work within the UK economy.

Some of the thematic drivers  we are currently focused on are: Disruptive technology, infrastructure spending and the reflation trade, changing consumer dynamics and healthcare.