Centuria Global Equities

Positioning for Decades of Alpha
The financial world is full of investors chasing short term-profits. We resist this temptation by ensuring a long-term perspective to identify the best opportunities worldwide. 

We navigate these complex and diverse global stock markets by identifying global trends and themes. This supports our efforts in selecting what is relevant, but also what to avoid for the long-term investor. 

Our philosophy is anchored in our core belief that long-term thinking wins in an investment world where short-term thinking rules. Identifying generational, multi-decade trends is the foundation of the C WorldWide Centuria fund. We dare to be different. Our extensive global experience allows us to deviate from consensus thinking and focus on what is most important.

Selecting the best companies for you
A concentrated, actively managed portfolio ensures that every single stock we select makes a difference to your investment returns. Our experience in managing focused portfolios has shown that a carefully constructed portfolio of 25 to 30 high conviction stock picks ensures sufficient risk diversification.

C WorldWide Centuria is a global, diversified portfolio which will focus on small, mid and large cap growth companies, which at time of purchase, will typically have a market capitalization of USD 2 to USD 30 billion.

We are looking for companies which ideally are market leaders and operate in fast growing addressable markets. The companies selected have exposure to strong generational trends and have above average revenue and earnings growth prospects, and at the same time have a sustainable approach to capital allocation founded in a strong culture.

Our commitment to you
We are convinced that the key to success and achieving superior investment returns is an active and long-term focused approach.

We offer you:

• High conviction stock picking
• Thematic based investments from Global insights
• Proven investment approach since 1986
• Lasting investments that make a difference

Our ambition is to be a leading global equity investor and we look forward to making a difference for your investments.

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