Royal London Asset Management
Royal London Global Equity Select Fund
Global
Sep 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 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
- Kinder Morgan, Inc.Dec 2025Kinder Morgan is a leading US energy infrastructure operator with irreplaceable pipelines, rising data center-driven demand, and a tripled project backlog.
- Intel CorporationDec 2025Intel is a turnaround backed by new management, strategic US government and Nvidia support, and a strengthened balance sheet to drive foundry adoption.
- Agnico EagleSep 2025Agnico Eagle is considered the highest quality gold miner in the world, driven by structural demand dynamics in the gold market.
- Banco SantanderSep 2025Banco Santander is an attractive investment due to its strong geographic diversification, digital innovation, and disciplined cost control, which position it well for consistent returns despite macroeconomic uncertainties.