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mtx Equities

Seeking to invest in leading businesses with high and growing profitability in emerging markets.

How we can help you

Our research leads us to believe that leaders tend to remain leaders, also in terms of share-price performance.

We focus on leading companies with high growth potential due to reinvestments made possible by high returns on invested capital (ROIC) and strong competitive positions. Market participants are often slow to acknowledge high ROICs, which we consider an important share price driver. This failure on the part of the market creates opportunities for high conviction, active stock pickers like us.

To be included in our portfolios, generally a company needs to be in the first or second quartile in terms of ROIC and industry position, trade at a discount to its intrinsic value, and fulfill our minimum ESG standards. These four factors form the cornerstones of our “matrix”, or mtx, approach.

As fundamental equity managers, we use a combination of systematic screens and fundamental analysis before making an investment decision. We use a proprietary ESG scoring model to investigate each company in depth and understand the risks associated with their business model.

Why partner with us?

Proprietary combination of systematic screens and fundamental research

We believe this ensures style-consistent investment results and potential outperformance through the market cycle.

Strong focus on valuation

The entry point can significantly determine the investment’s rate of return in the medium-term.

ESG helps improve risk management and enhance performance

We use ESG Integration systematically as a tool to help avoid tail risks

Environmental, social and governance (“ESG”) investing and criteria employed may be subjective in nature. The considerations assessed as part of ESG processes may vary across types of investments and issuers and not every factor may be identified or considered for all investments. Information used to evaluate ESG components may vary across providers and issuers as ESG is not a uniformly defined characteristic. ESG investing may forego market opportunities available to strategies which do not utilize such criteria. There is no guarantee the criteria and techniques employed will be successful. Note: unless otherwise stated within the strategy’s investment objective, product offering documents, and/or client agreements, information herein does not infer the strategy has a sustainable or ESG investment objective but rather describes how these criteria and factors may be considered as part of the overall investment process.

Meet the team

Investment specialists are subject to SEC requirements as part of the Participating Affiliate structure between Vontobel Asset Management, Inc. and the respective Participating Affiliate, currently, Vontobel Asset Management AG (“VAMAG”), and Vontobel (Hong Kong) Limited (“VHKL”). 

Insights

Conviction Equities Boutique
2022-10-26_china-no-negative-surprises_teaser
Viewpoint

China: Market overreaction despite no negative surprises from National Party Congress

Price action on Monday has taken the implied equity risk premium to 10.7%, the highest since 2008. Foreign investors appear to have interpreted the composition of newly appointed Standing Committee in China as offering less likelihood of a change in policy direction on the government’s dynamic zero-Covid stance. However, the announced policies were in-line with expectations and there were no negative surprises.
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