This website describes Dundas Global Investors (Dundas) and its activities but is not an offer of any financial product or a recommendation to follow a particular investment strategy.
Dundas' services are offered to institutional investors such as pension funds, charities and similar bodies as well as to private individuals with suitable investment experience and assets. Whether these investments are appropriate will depend upon an investor's circumstances. Some individuals may not be eligible. Dundas is not providing advice regarding the suitability of these investments. It is up to the individual investor to take appropriate advice.
The categorisation and definition of types of investors varies from country to country and can depend upon which regulatory regime applies to you. In Australia and New Zealand, Dundas is represented by Apostle Funds Management. Our representative in the US is South Avenue Investment Partners.
Past performance is not a guide to future performance and the value of investments can go down as well as up. You may not get back what you originally invested.
Dundas Global Investors is the operating name for Dundas Partners LLP, registered in Scotland, Company No.SO304023. Registered address - 41 Northumberland Street, Edinburgh EH3 6JA. Authorised and regulated by the UK Financial Conduct Authority and registered as an Investment Adviser with the US Securities and Exchange Commission.
Like many investors, we expect global equities to provide long term inflation beating returns.
Unlike much of our industry, we recognise that each component of equity return - capital and dividends - has to be researched and respected to deliver superior performance.
The firm is an independent partnership, free from the conflicts of interest that bedevil more complex organisations.
Our business model keeps fees and expenses low via internal research, execution only brokerage and low portfolio turnover.
We invest our own assets side by side with our clients'.