Alquity Investment Management

We are excited to announce the expansion of Alquity through the acquisition of fund management group, VAM Funds.   This is a significant milestone in our journey to create a multi-billion dollar, world-class international investment management business.   The new scaled company: - Combines VAM’s access to exceptional fund managers, Driehaus Capital Management, atomos/WTW (formerly Willis Towers Watson) and Foresight, with Alquity’s leading ESG and impact funds. - Doubles our AUMA to over US$640 million, enhancing our ability to grow funds and increase inflows from partnerships with advisers and intermediaries. - Deepens access to global market locations, with staff on the ground in the US, UK, mainland Europe, Africa, and Asia. - Provides greater resources including enlarged operations, sales, and marketing teams.   This strategic move follows our recent partnerships with East Capital Group and Spouting Rock Asset Management in the US, underscoring our determination to redefine the international advisory market's ESG landscape.   You can read the full press release by clicking below: https://lnkd.in/dJCRM8bz   Driehaus Capital Management LLC atomos wealth Foresight Group   #investing #sustainability #Alquity

Join Mike Sell (Head of Emerging Markets) as he shares his thoughts on the opportunities for Indian equities. Mike will speak for approximately 15 minutes, followed by Q&A.  Topics will include:  - Rural opportunities following a strong monsoon  - Inflation and rates  - The Fed and Trump’s impact on India  - Why current valuations are not a barrier to continued strong returns You can register here: https://lnkd.in/dj8-JeZH FOR PROFESSIONAL INVESTORS ONLY. #Alquity #EmergingMarkets #India #IndianEquities #PassionForIndia

Today, Mike Sell presented the investment case for Indian equities and our differentiated approach at Evenco International's Swiss Roadshow in Zürich. If you're a professional investor interested in learning more about our Indian strategy, send us a message or leave a comment! #ZurichFundForum #SwissRoadshow #AssetManagement #FundSelectors #InvestmentInsights #EmergingMarkets #IndianEquities #InvestmentOpportunities #PassionForIndia

We are happy to share with you that Marnie Aragon-Uy, Portfolio Manager of our Global Impact Fund, has been nominated as a finalist for 'ESG Woman of the Year' (SMEs category) by Investment Week. https://lnkd.in/dptTV9aE #Alquity #Sustainability

Our colleagues Marc RUGEL and Mike Sell are in Zurich today to participate in the conference organized by the Swiss Fund Platform LTD. Mike has shared the Alquity story and the investment case for India. Also... Don't forget to sign up for our webinar on India, which is taking place this Thursday. We have two sessions available, so you can choose the one that best suits your schedule. Register for 10:00 UK time (11:00 CEST):  https://lnkd.in/er-uu5vy Register for 14:00 UK time (15:00 CEST, 9:00 EST):  https://lnkd.in/evtESeb4 (FOR PROFESSIONAL INVESTORS ONLY) #Alquity #EmergingMarkets #IndianEquities #PassionForIndia

Following Modi’s re-election, the first budget of his third term, and the monsoon rains, join Mike Sell for a ‘fireside chat’ as he shares his thoughts on the opportunities that the Alquity Indian team has identified for the coming 12 months. He will speak for approximately 15 minutes, followed by ample opportunity for Q&A. Two sessions are scheduled, so you can register for the one that best fits your availability. Register for 10:00 UK time (11:00 CEST):  https://lnkd.in/er-uu5vy Register for 14:00 UK time (15:00 CEST, 9:00 EST):  https://lnkd.in/evtESeb4 FOR PROFESSIONAL INVESTORS ONLY. #Alquity #EmergingMarkets #India #IndianEquities #PassionForIndia

We were encouraged by today’s Indian budget, given that (in our view) it was responsible, well-rounded, and focused on India’s long-term development. We liked the emphasis on strong fiscal discipline (fiscal deficit estimated at 4.9%/GDP for FY25 vs 5.1%/GDP in the interim budget) and on employment schemes (as underemployment has been a major issue), as well as a focus on the rural economy, which is much needed. On the tax front, equity investors were disappointed with the increase in capital gains tax. More importantly however, many Indians will benefit from changes in the overall income tax structure with Finance Minister Sitharaman commenting that “a salaried employee in the new tax regime stands to save up to INR 17,500 (approx. $200) in income tax”. We believe that this is a net positive overall for the market and economy in the medium term. Strong fiscal support for infrastructure was maintained at a record INR 11.1 trillion for FY25 (3.4% of GDP). Greater infrastructure spending has been instrumental for India to begin to realise it’s potential, and hence this policy continuation is encouraging. ‘Building India’ is a pivotal theme for our portfolio, along with beneficiaries of rural growth and rising disposable incomes.   Overall, we are positive on today’s announcement and expect this Budget to be well-received. In our view, this will further cement India’s attractiveness to investors, on top of the country’s existing advantages of being uncorrelated to global markets (especially given rising US political risks), domestically driven, and rapidly growing. #Alquity #PASSIONFORINDIA Marc RUGEL Renee Arnold

We, among other 69 international financial institutions representing assets worth USD 6.8 trillion, are calling on petrochemical companies to address plastic pollution issues. Petrochemical companies are a major contributor to plastic production, which is forecast to triple by 2060, meaning petrochemical companies will become the primary driver of oil demand growth. As the plastic pollution crisis mounts and demands for a Global Plastics Treaty grow, petrochemical companies have stalled progress in negotiations by: 1.  Resisting calls to include the full life cycle of plastics 2.  Opposing the reduction of plastic production 3.  Opposing the inclusion of polymer production in the treaty Petrochemical companies are exposed to significant plastics-related risks, which are financially material for corporates and their investors. Therefore, the collective Investor Statement requests petrochemical companies to: - Disclose and define strategies for this purpose - Address toxic polymers and chemicals - Support international agreements You can read the Investor Statement here: https://lnkd.in/de9bde5K Thanks Planet Tracker for the initiative! #GlobalPlasticsTreaty #PlasticPollution #Petrochemicals #FossilFuels #INC4 #ClimateChange #ESG