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, a company needs to be in the first 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.

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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?

Unique 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

Meet the team

Insights

Sustainable Equities Boutique
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Viewpoint | Read | 3 min

What next for Asia tech? – Chinese internet shares may be bottoming out

In 2021, Asian internet stocks, dragged down by Chinese blue chips, massively underperformed their US peers. But the valuation chasm between Asia and the US has narrowed of late. With Chinese regulators easing their grip, the country’s internet stocks may be bottoming out, which could be an opportunity for able stock pickers.

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Sustainable Equities Boutique
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Viewpoint | Read | 4 min

Reasons for optimism in emerging-market equities

Despite current headwinds, emerging-market equities are ripe with opportunity for active long-term investors. Valuations appear attractive relative to developed markets, the gap in GDP growth between EM and developed countries is expected to widen again from next year, and a resurgence in China has the potential to spur a strong comeback in EM equities.

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Sustainable Equities Boutique
Viewpoint | Read | 3 min

China – green shoots of market stabilization

The lockdown in Shanghai is sending shockwaves through markets while the Chinese government is trying to handle the health crisis without losing face. Still, things seem to have stabilized, and there are hopes that the leadership will crank up the economy. Markets would benefit, and so could stock pickers, according to our mtx equity experts.

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