Intangible Quality aims to deliver robust total returns by identifying companies with outstanding yet often undervalued intangible assets such as management quality, employee engagement, customer satisfaction, brand & reputation.

Intangible Quality

Companies are increasingly valued according to intangible assets, which traditional financial metrics do not adequately account for. Strong intangibles enable companies to survive through downturns and thrive during strong economic conditions.
Intangible Quality relies on a systematic model that uses alternative data to identify key intangibles that drive the most value. We repeatedly test for signal strength to find those most likely to facilitate innovation, revenue growth, and profitability.
We select 50-60 generally large companies based on the quality of their intangibles. The strategy is low turnover and high active share, aiming to generate a robust total return over a market cycle.