Capture the competitive edge
CT Global Focus Fund
Imagine having the freedom to focus on performance – wherever the road takes you.
An actively managed global equity solution that invests across regions, sectors and market caps to pursue high, sustainable returns and above-average growth.
Driven by global collaboration and unconstrained stock selection, the fund targets quality companies with durable competitive advantages. The result? A concentrated portfolio of best ideas from both developed and emerging economies.
Presenting the CT Global Focus Fund
Focus on quality companies with durable competitive advantages
Concentrated 30-50 stock portfolio unconstrained by sector and region
Stock selection drives outperformance in both rising and falling markets
How do we identify a company's edge?
We have three key parts to our process: understanding industry structure in the Porter’s 5 Forces framework; identifying and understanding the source of a company’s competitive advantage; and evaluating a company’s Environmental, Social and Governance profile.
Intangible assets
Brands or patents act as barrier to entry
Cost Advantage
Lowest-cost producer
Efficient scale
One or two dominant companies
Switching costs
Costs incurred through change
Network effect
Value grows as more people use it
Intangible assets
Brands or patents act as barrier to entry
Cost Advantage
Lowest-cost producer
Efficient scale
One or two dominant companies
Switching costs
Costs incurred through change
Network effect
Value grows as more people use it
Industry structure
- Porter’s 5 Forces to assess competitive intensity
- Prefer consolidated / consolidating industries
- Impact of regulation and secular themes
Competitive advantage
- Focus on understanding source and sustainability
- Established and / or improving
- All holdings will display one or more
ESG
- Integrated into research process
- Determinant of company quality
- Measure of risk / Informs opportunity
- Active engagement
Motivi principali per investire
1. Approccio d’investimento differenziato:
un approccio qualitativo chiaro e coerente con un’enfasi sul vantaggio competitivo per generare rendimenti elevati e sostenibili.
2. Accesso alle migliori idee a livello globale:
libertà di investire senza vincoli in termini di regioni, settori e capitalizzazioni di mercato, con un accesso sia ai mercati sviluppati che a quelli emergenti.
3. Ricerca solida:
le capacità di ricerca a livello globale e la selezione dei titoli di tipo bottom-up sono alla base delle posizioni high-convinction del portafoglio.
At a glance
Data di lancio del fondo:
31 Marzo 1993
Type:
Azionario
Benchmark:
MSCI ACWI
Valuta base:
USD; disponibile in classe Euro hedged
Fund manager:
David Dudding
Gestore di Portafoglio
David Dudding is a senior portfolio manager at Columbia Threadneedle Investments. He joined the company as an equity research analyst in 1999 moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He is currently responsible for the European Select and Global Focus strategies.
David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist.
He holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
Alex joined the company in 2016 as a portfolio manager. He has research responsibility for Japan and currently manages a segregated Japan equity mandate. He also supports the Global desk with idea generation and analysis of Japanese companies across all sectors. Previously, Alex was a senior fund manager at Canada Life Investments, where he managed the Japan fund and supported the management of the U.S. and Global funds. He has been a member of the investment community since 2007. Alex has a BSc in Economics from the London School of Economics. In addition, he holds the Chartered Financial Analyst® designation.
Full Fund Details
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World in Motion Blog
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Important information:
For marketing purposes. Past performance is not a guide to future performance. Your capital is at risk. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested.
The fund characteristics described above are internal guidelines (rather than limits and controls). They do not form part of the fund’s objective and policy and are subject to change without notice in the future. The analysis included in this document has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
CT Global Focus Fund: Columbia Threadneedle Specialist Funds (UK) ICVC (“CTSF”) is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The CTSIF’s current Prospectus, the Key Investor Information Document (KIID),latest annual or interim reports and the applicable terms & conditions. are available from Columbia Threadneedle Investments at PO Box 10033, Chelmsford, Essex CM99 2AL, your financial advisor and/or on our website www.columbiathreadneedle.com. Issued by Threadneedle Investment Services Limited. Registered in England and Wales, Registered No. 3701768, Cannon Place, 78 Cannon Street London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
