Royal London Asset Management
Royal London Global Equity Diversified Fund
Global
Mar 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Royal London Asset Management for every strategy.
Its investment theses
- Ferrari N.V.Dec 2025Ferrari N.V. is a high-quality compounder with durable brand-driven moats, pricing power, and attractive long-term prospects after a de-rating.
- Illinois Tool Works Inc.Dec 2025Illinois Tool Works Inc. leverages a decentralized model and strong pricing power to support double-digit long-term shareholder returns despite cyclical headwinds.
- BroadcomMar 2025Broadcom is well-positioned for growth due to its unique AI and networking platform, strong capital allocation history, and a favorable market outlook amidst recent valuation corrections.