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Global Equities Team

Colin McQueen

Colin McQueen

Senior Global Fund Manager

Colin McQueen joined Sanlam FOUR in October 2010 as a global equity fund manager. Prior to joining Sanlam FOUR, he was Managing Director and Head of Global Value Equities at Morgan Stanley Investment Management. In this role, Colin was responsible for the management of $2.0bn of global equities.

Prior to this position, Colin had been Managing Director and Portfolio Manager at UBS, where his team managed $36bn of global equities. Colin was the lead manager on $10bn. During his 16 years’ experience at UBS, he was also Portfolio Manager for US equities and Fund Manager for UK Equity and Balanced Funds where he assisted with the management of £1.1bn of assets.

Colin holds an MPhil in Economics from the University of Cambridge and is an Associate of the Institute of Investment Management and Research.

Gregg Bridger

Gregg Bridger

Senior Global Fund Manager

Gregg Bridger is a Fund Manager in the Global Equities team. Prior to joining Sanlam FOUR, he was employed as a Product Specialist in the Fundamental Equities team at Goldman Sachs Asset Management. Previously, Gregg was an Assistant Portfolio Manager in the Emerging Markets Equity team at Credit Suisse. Gregg holds a BA (Hons.) in Economics from the University of Leicester and is a CFA Charterholder.

Stephen Walker

Stephen Walker

Senior Global Fund Manager

Stephen Walker joined Sanlam FOUR in October 2010 as a global equity fund manager.

Prior to joining Sanlam FOUR, he was a Portfolio Manager at Morgan Stanley Investment Management, where his team was responsible for the management of $2bn of global equities. Prior to this position, Stephen was Senior Banks Analyst and Global Sector Coordinator Financials at UBS Global Asset Management.

Stephen holds an MSc International Banking and Financial Studies from the University of Southampton. He is a CFA Charterholder and an Associate of Institute of Investment Management & Research.

Lorenzo Dicorrado

Lorenzo Dicorrado

Assistant Global Fund Manager

Lorenzo Dicorrado joined Sanlam FOUR in October 2011 as an assistant global equity fund manager. Prior to joining Sanlam FOUR, he was employed at SEI investments, where he worked as an Investment Analyst, specializing in UK and European equities. Lorenzo holds an MSc in Investment Management from Cass Business School and is a CFA Charterholder.

Process and Philosophy

Our investment philosophy and process is focused on buying strong companies (with enduring competitive advantages) and robust cash flows when they are out of favour, and trading at a significant discount to their intrinsic value. Areas of the market with negative near term sentiment and companies with low valuations form our natural fishing ground for new investment ideas. Our investment research focuses on the medium term strengths and cash generation of these companies underlying business models, rather than trying to outguess near term results. Our time horizon in both assessing companies and intended holding period is measured in years rather than months or quarters. We operate a strict valuation discipline to avoid overpaying to buy these assets.

Sanlam FOUR operates an infrastructure that guides what is ultimately a bottom up stock selection engine. The investment process is focussed on the holdings in our portfolios, ensuring that every company held is delivering as per the team's investment thesis. Sanlam FOUR is of course also continuously searching for new ideas for the portfolios. The chart below captures the main building blocks of the process:

Global Equities Investment Process


Sanlam FOUR's investment team spends the majority of its time monitoring existing positions to ensure that it is fully informed and constantly alert to changes that might prompt a rethink of the investment thesis.

Risk management is an integral part of our approach. The compliance and investment functions receive daily positioning reports which give rise to alerts should guidelines be breached. In addition, the investment teams regularly review portfolios and quantitative risk analysis from Bloomberg PORT & Style Research. Finally, the risk committee issues a risk monitoring report once a month and discusses any relevant findings with the senior team members.

Global Equities Funds

Sanlam FOUR Stable Global Equity Fund

The Fund’s objectives are to deliver attractive real returns (CPI+6%) over a business cycle, with a volatility lower than the wider global equity market and greater resilience during tough market conditions.

These goals are achieved by investing in a concentrated portfolio that is focused solely on high quality businesses that are non-capital intensive, cash generative, non-cyclical and with powerful compounding properties. Only 25-30% of the wider equity market will meet these criteria’s. These are approached with a highly disciplined approach to valuation, purchasing stocks which will allow us to achieve our objectives, whilst minimising the risk of a permanent loss of capital.


Sanlam FOUR Stable Global Equity Fund

Sanlam FOUR Global Equity Fund

The Fund aims to deliver superior investment returns to the wider equity market over time.

These goals are achieved by investing in a disciplined manner to buy strong companies (which generate above cash returns on capital over an economic cycle), at times when they are out of favour in the market and significantly undervalued.

Sanlam FOUR Global Equity Fund

Sanlam FOUR Global Equity Fund (Class A) GBP
Sanlam FOUR Global Equity Fund (Class C) GBP
Sanlam FOUR Global Equity Fund Quarterly Investment Report
Sanlam FOUR Stable Global Equity Fund (Class A) USD
Sanlam FOUR Stable Global Equity Fund (Class B) USD
Sanlam FOUR Stable Global Equity Fund Quarterly Investment Report
Sanlam FOUR Global Equity Class A EUR KIID
Sanlam FOUR Global Equity Class A Sterling KIID
Sanlam FOUR Global Equity Class A USD KIID
Sanlam FOUR Global Equity Class B EUR KIID
Sanlam FOUR Global Equity Class B Sterling KIID
Sanlam FOUR Global Equity Class B USD KIID
Sanlam FOUR Global Equity Class C EUR KIID
Sanlam FOUR Global Equity Class C Sterling KIID
Sanlam FOUR Global Equity Class C USD KIID
Sanlam FOUR Global Equity Fund Distribution A Sterling KIID
Sanlam FOUR Stable Global Equity Fund Class A EUR KIID
Sanlam FOUR Stable Global Equity Fund Class A GBP KIID
Sanlam FOUR Stable Global Equity Fund Class A USD KIID
Sanlam FOUR Stable Global Equity Fund Class B EUR KIID
Sanlam FOUR Stable Global Equity Fund Class B Sterling KIID
Sanlam FOUR Stable Global Equity Fund Class B USD KIID
Sanlam FOUR Stable Global Equity Fund Class C EUR KIID
Sanlam FOUR Stable Global Equity Fund Class C Sterling KIID
Sanlam FOUR Stable Global Equity Fund Class C USD KIID
Sanlam FOUR Stable Global Equity Fund Distribution A Sterling KIID
Sanlam Universal Funds plc Prospectus
Sanlam FOUR Global Equity Supplement
Sanlam FOUR Stable Global Supplement

How to Invest

The following forms must be completed and faxed to Sanlam Universal Funds Plc, +353 1 241 7131:

Full instructions on how to complete the forms are included, however, please contact Sanlam Universal Funds +353 1 241 7130 for further assistance.

Please ensure you read the full prospectus prior to investing.

Sanlam Universal Funds plc Prospectus Download
Sanlam FOUR Global Equity Supplement Download
Sanlam FOUR Stable Global Supplement Download

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