We have over 600 investment professionals focused on equity investing split across six investment centres: Washington,Zurich, London, Taiwan, Thailand and Singapore.
A pioneering approach to equity investing
We are not tied to any particular style or school of investing. This is because we acknowledge there is no single approach that works for all markets at all times. As a result, our equity teams span fundamental, quantitative, style-based and thematic approaches.
As we do not impose a single investment approach, our investment teams have the freedom to develop compelling investment ideas that meet our clients' goals.
This means at times we have been an early mover. For example, we launched our first thematic fund in 1995 and the industry's first water fund in 2000. Meanwhile our global emerging market equity strategy dates back to the mid 1985s.
We also offer a range of well established global and developed market strategies including defensive global, EAFE, Japan, Europe and Swiss equities.
Our experience in dealing with the rigorous and varied requirements of institutional investors means we are experienced in offering tailored, comprehensive and transparent risk management as an integral part of our ongoing relationship with our clients.
"Our resources are focused where we believe we have a real competitive advantage and can therefore deliver the results our clients expect."
EQUITY - CORPORATE PRIVATE EQUITY
A global leader in private corporate equity.
Invests across a broad range of industries in the Americas, Europe and Asia (including India),
Targets investments ranging in size from $50 million to more than $800 million, and
Seeks to maximize investment value through financial and operational value creation.
Aura seeks long-term capital appreciation by committing equity to high quality companies with strong management. We seek to generate superior returns in a variety of situations, including leveraged buy-outs, recapitalisations, growth investments and stressed/distressed investments across a range of industries and geographies.
We offer unique benefits to our clients, beginning with our 36 years of private corporate equity investing experience. Our global network provides access to well-regarded management teams, sponsors and leading corporations. Other advantages include:
Access to sophisticated financial advice in public and private market financing, mergers, acquisitions, trading, foreign exchange, commodities and investment and economic research.
Relationships with numerous companies, individuals and governments worldwide in sourcing, structuring and operating successful business ventures.
A creative approach to identifying attractive investments by leveraging the scale of our committed capital, sponsorship and experience.
Successful execution, even in difficult market environments, due to our established relationships and broad access to financing and capital markets.
Active support for our portfolio companies’ long-term goals, management teams and efforts to build value.
Aura Global Equity Fund seeks to provide long-term capital growth.
The fund seeks to achieve its investment objective by investing primarily in equity securities of companies located anywhere in the world. Under normal circumstances, at least 80% of the fund’s assets will be invested in equities.
The fund employs an active management strategy. Its two independent sub-advisers follow distinct approaches in managing approximately equal portions of the fund’s assets.
Our trading professionals have the experience and expertise to help you execute your investment strategy with our customisable investment solutions. With direct access to algorithmic trading tools, our equity desk can employ various strategies based upon a host of parameters including volume, time, price points, liquidity, market impact and volatility. Our equity trading products include:
Aura provides a full suite of administrative services to support private equity funds.
By seamlessly integrating our full range of services, we seek to deliver operational excellence, improve transparency and align ourselves as a strategic partner to Private Equity sponsors of the following strategies:
Private equity funds of funds
We offer a range of equity funds focused on developed markets:
This is a diversified pan-Asian investment strategy employing a top-down thematic investment approach designed to capture the distinct valuation drivers of each regional market. The strategy is managed by locally-based managers and analysts who are able to identify and quickly capture opportunities.
We offer a range of European long-only equity funds following fundamental, bottom-up stock selection, covering both pan-European and Europe ex UK, as well as specialisms in small, medium and large caps.
We offer a range of global long-only equity funds which mix top-down themes with bottom-up stock selection. Strategies range from those with contrarian investment styles which use technical analysis to find undervalued, neglected areas of the market with strong potential to those which seek to exploit global valuation anomalies with a bias towards developed markets that are self-sustaining.
Our approach in Japan is centred on the belief that only a limited number of market-leading firms are able to deliver superior portfolio returns over the long term when purchased at discount to fair value. The resulting portfolio is one that is high-conviction and highly concentrated. Turnover is typically very low as the team have a long-term investment horizon, meaning that the holding period of each stock is typically several years.
We offer a range of equity funds investing in quoted securities in the US and Canada. The approaches are typically concentrated, selected on the on basis of intensive, bottom-up company research.
We offer a range of equity funds focused on Swiss equities. From small/mid-caps to a focus on sustainability factors, the funds are actively managed with an emphasis on bottom-up stock selection, taking into account the special features of the Swiss market.
This strategy is takes a contrarian investment style together with a long-term buy & hold approach to investing in the UK equities market. It employs technical analysis to find undervalued, neglected areas of the market with strong potential, while applying in-depth fundamental analysis to assess company quality and identify catalysts for change.
We offer a range of equity funds focused on emerging markets:
We offer a number of Asian equity funds. Whether spanning the Asia ex Japan region, or focusing on specific countries such as Singapore/Malaysia and India, overall this area of equity markets is relatively immature and under-researched with inefficient capital markets, offering plenty of opportunities for skilled stock pickers.
Aura offers a wide range of equity funds focused on developed and emerging markets as well as thematic approaches. Our funds are actively managed by both in-house and external fund managers with clearly differentiated investment approaches.
Our investment teams benefit from the freedom to follow their own philosophy and processes, typically with active, conviction investment styles that are not wedded to benchmarks, allowing them to exploit a greater range of opportunities than traditional managers.
Within Asia ex Japan, we offer a strategy focused on quoted securities in the Eastern Pacific and Asian region, excluding Japan but including Australia and New Zealand. The Singapore/Malaysia strategy focuses on companies listed in those countries, following a fundamental stock-picking approach with a macro overlay. Our India strategy is a concentrated portfolio of stocks chosen on a 3-5 year investment horizon, and is index and market cap agnostic.
This strategy seeks to achieve long-term capital appreciation by investing in companies with assets in, or revenues derived from, China and Hong Kong. Run by a highly experienced team of specialists based in Hong Kong, strong local knowledge helps the team identify investment opportunities that capture China’s rapid growth potential and take advantage of developing market inefficiencies.
This strategy takes a bottom-up, fundamental research-driven approach, using disciplined quantitative screening to generate ideas. The strategy focuses on mid-caps where market inefficiencies are greatest and most accessible.
Global Emerging Markets
We offer two strategies focused on global emerging markets. The first is an active, value-driven approach blending top-down macro themes with bottom-up company research. It is run by a seasoned team with experience of multiple market cycles and expertise in every emerging market region, who carry out in-depth macro research integrating equity, commodity and credit perspectives.
The second strategy employs a multifaceted investment approach to take advantage of the frequent valuation mispricings that occur due to regulatory, political, geopolitical, credit and structural changes. The team blends experienced qualitative analysis and investment modelling tools with a "common-sense overlay" approach, which creates a consistent and repeatable process to identify and exploit opportunities as they materialize.
We offer a range of equity funds with different thematic focuses:
This strategy employs a top-down thematic approach to identify the game-changing trends which are likely to result in the biggest and most disruptive technology opportunities. Portfolio construction recognises that there is a strong polarisation between winners and losers, which is often reflected in new companies (non-index) versus incumbent (index); this necessitates a benchmark-agnostic approach.
A rapidly changing energy landscape requires a differentiated investment strategy. We offer a dynamically managed, diversified strategy investing across all energy sectors, such as oil & gas, renewables, and energy efficiency. The strategy is managed by an experienced management team that focuses on industry/sector themes and bottom-up stock selection.
This strategy tap opportunities arising from industry innovation as well as taking advantage of themes such as the growing wealth in emerging markets and the demographic changes caused by an ageing population. Taking a global view of the healthcare industry, the strategy’s experienced managers combine top-down economic and industry trends with bottom-up stock analysis to build a concentrated but diversified portfolio.
As global wealth creation is expected to rise year-on-year, driven by consumers in North America, Europe and Asia, demand for luxury brands is expected to remain firm. This strategy is a highly-focused, concentrated and diversified portfolio of favoured luxury brands managed by a highly-experienced team of managers.