Equity investing helps support businesses in their development and participate in their growth. At DNCA, we favour an active, conviction-driven management style combined with a prudent approach to sustainably meet our clients’ wealth management objectives.
Equities
Our equity management is fundamentally a matter of conviction.
Investing in equities generally offers greater long-term return potential in exchange for a higher level of risk.
Active management driven by convictions
Strong convictions
Break free from market consensus and benchmark indices to make distinctive investment choices.
In-depth knowledge of companies
Engage with company executives, analyse fundamentals and visit company sites.
Portfolio managers and analysts
Assess companies from both a shareholder’s and a creditor’s perspective, through qualitative and quantitative analysis.
Two management styles
Value investing: investing in undervalued stocks
Value investing focuses on companies whose share prices are below their estimated intrinsic value. Stock selection relies in particular on the analysis of valuation ratios based on earnings, assets, revenue, cash flows or dividends.
These stocks, temporarily overlooked by the market, may offer attractive revaluation potential.
Growth investing: investing in growth companies
Growth investing focuses on companies with strong revenue and earnings growth prospects. Often valued at high multiples, these companies generally reinvest a significant portion of their profits to finance their expansion.
The objective is to anticipate future growth in their intrinsic value.
Our funds
Absolute return