Brand Capital Fund

The Brand Capital Fund (BCF) invests in high-quality global companies with strong, enduring brand capital and sustainable success in compounding shareholder wealth through most market regimes. Our strategy aims to maximise total return in the long term with substantially lower drawdowns than developed global equity markets. We create and manage a long-only portfolio using an approach that is fundamental yet systematic, and employ a quantitative, multi-factor process to construct and manage a risk-minimised portfolio to deliver more stable returns. The Fund aims to avoid controversial investments by applying Responsible Investment criteria. We employ the company exclusions list as published by the Norwegian Government Pension Fund – the leading, €1.5trn sovereign wealth fund, and signatory of the United Nations Principles for Responsible Investing (UN-PRI).