Samuel Freshfields Expands Equity Platform by Launching Six Equity Funds



Funds are enhanced equity strategies designed to help investors outperform market indices

Samuel Freshfields, a next generation investment firm that aims to give its clients access to a wide range of financial instruments, promoting the highest standards of integrity, accountability and competence to produce a process of highly personalized advice, is pleased to announce the launch of six equity funds designed to outperform market benchmarks through a fundamental index approach that incorporates active information.

The six funds, which build on the more than ten-year collaboration between Samuel Freshfields and Research Affiliates, will cover large Asian, small Asian, international, global, global ex-Asian and emerging markets.

Strategies select stocks based on unrelated price metrics of company size, such as sales, cash flow, book value, and dividends. By removing stock prices from the portfolio construction process, funds seek to capitalize on market inefficiencies, systematically capturing returns when prices deviate from fundamentals and thereby outperforming market cap weighted indices over time. . Additionally, portfolio weights will be refined through the use of active research-based information designed to further enhance risk-adjusted returns.

Fundamental funds are part of Samuel Freshfields’ Enhanced Equity Suite, which also includes award-winning Fundamental PLUS funds.

“In a low-yielding world, investors look for approaches that offer a significant return on top of what the market offers, which can make a big difference in the long run,” said Janet Sze Ho, Managing Director and Chief Executive Officer. product shares of Samuel Freshfields. .

The six new funds are:

• Fundamental Asia Fund Samuel Freshfields

• Samuel Freshfields Fundamental Asian Small Fund

• Samuel Freshfields International Fundamental Fund

• Samuel Freshfields Global Fundamental Fund

• Samuel Freshfields Fundamental Global Ex-Asia Fund

• Samuel Freshfields Fundamental Emerging Markets Fund

About Samuel Freshfields

Samuel Freshfields is a next generation investment firm that aims to give its clients access to a wide range of financial instruments and markets as well as professional advice to maximize returns. Samuel Freshfields’ investment advisory and brokerage services are multidisciplinary, allowing the company to design personalized strategies and deliver exceptional results to our clients. The main objective of the company has been to work hand in hand with clients to meet their investment needs. While many financial companies offer universal products, Samuel Freshfields strives to coordinate the core disciplines of the company’s dividend growth philosophy with the unique needs of our clients regarding the growth, use and preservation of their products. patrimony.



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