Equities: how we invest

Face-to-face interviews and independent research

Where we invest
Our equity-based funds invest worldwide, including global and emerging markets as well as:

• Asia Pacific
• Europe
• Japan
• Latin America
• UK
• US

Within these markets we have the flexibility to invest in all types of company, from blue chips to smaller companies, and across all industries.

Focused, independent research
At Threadneedle, we don't rely on broker research. Instead, we carry out our own analysis of companies and markets.

We talk face-to-face to companies
We meet over 3,000 companies every year. We'll meet at least once a year with the ones we choose to invest in. These personal discussions with the people who run businesses give us valuable insights that facts and figures alone can't provide.

Our fund managers

• By combining the roles of fund manager and analyst, our clients benefit from a closer link between research and investment.