Martin Robertson

SIT IM is an active manager which aims to provide steady capital and income growth while prudently spreading investment risk by constructing a diversified portfolio of international equities in established stock markets worldwide. Their main objective is to achieve dividend growth ahead of UK inflation and occasionally will resort to prudent use of borrowed money to enhance performance in rising markets. They prefer to retain a flexible investment approach and do not favor a particular investment style. The firm utilizes a fully integrated global market approach to focus primarily on bottom-up selection and bases their investment decisions on fundamental analysis. They then select undervalued, well-managed companies which are generating good and/or improving profitability. They construct a diversified equity portfolio and invest across international equities, seeking to reduce risk by spreading investments over companies and sectors worldwide.