Altrinsic Global Advisors, LLC (Altrinsic) is a high conviction fundamental, value-oriented global equity fund manager that was established in Greenwich, Connecticut, USA, in 2000. The team at Altrinsic specialises in company research and identify investment opportunities across the full market-cap spectrum in both developed and emerging markets.
The firm is an employee-controlled and majority-owned organisation, whose interests are aligned with those of its clients.
Altrinsic searches the world seeking to uncover companies with unrealised value that others may have overlooked. It pursues high-conviction investment in a select group of undervalued companies, aiming for outsized returns over five years. By taking a long-term view it can capitalise on cross-border dislocations across the full market-cap spectrum. Altrinsic uses time-tested principles of fundamental, intrinsic-value investing and is not constrained by standard formulas for value. Altrinsic applies multi-layer risk controls and approaches each investment as an outright owner of the business. Altrinsic applies a disciplined four step investment process:
1. Sourcing ideas,
2. Undertaking fundamental analysis,
3. Constructing the portfolio, and
4. Managing risk.
Altrinsic has incorporated environmental, social, and governance (ESG) considerations into its investment process since the firm’s inception in 2000. Their approach is based on the belief that material ESG factors can affect the long-term profitability and/or risk profile of a company and therefore are critical considerations as the team holistically assess company fundamentals.
Whilst having integrated ESG principles into its investment process since inception, Altrinsic formally signed the Principles for Responsible Investment (PRI) in 2020.
Altrinsic Global Equities Trust
The Trust invests in an actively managed portfolio of equities listed (or expected to be listed) on share markets around the world. The Trust is not hedged to the Australian dollar.