Samuel Freshfields Expands its Equity Platform by Launching Six Equity Funds

The funds are enhanced equity strategies designed to help investors outperform market indices

Samuel Freshfields, a next generation investment company that aims to give its clients access to a broad range of financial instruments, promoting the highest standards of integrity, responsibility, and competence to produce a highly personalized counseling process, is pleased to announce the launch of six equity funds which are designed to outperform market benchmarks through a fundamental index-based approach that incorporates active insights.

The six funds, which expand upon the more than decade-long collaboration between Samuel Freshfields and Research Affiliates, will cover Asian Large, Asian Small, International, Global, Global ex-Asian and Emerging Markets.

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

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

“In a low return world, investors are looking for approaches that provide meaningful return on top of what the market delivers, which can make a big difference over the long term,” said Janet Sze Ho, Samuel Freshfields’ Managing Director and Equity Product Manager. 

The six new funds are as follows:

•           Samuel Freshfields Fundamental Asian Fund

•           Samuel Freshfields Fundamental Asian Small Fund

•           Samuel Freshfields Fundamental International Fund

•           Samuel Freshfields Fundamental Global Fund

•           Samuel Freshfields Fundamental Global Ex-Asian Fund

•           Samuel Freshfields Fundamental Emerging Markets Fund 

About Samuel Freshfields

Samuel Freshfields is a next generation investment company that aims to give its clients access to a broad 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 devise custom strategies and deliver exceptional results for our clients. The company’s major goal has been to work hand-in-hand with clients to meet their investment needs. While many financial firms push one-size-fits-all products, Samuel Freshfields strives to coordinate the fundamental disciplines of the company’s dividend-growth philosophy with the unique needs of our clients regarding the growth, use and preservation of their wealth.