Alliance Trust North American Equity Fund
Alliance Trust North American Equity Fund is managed by Matthew Strachan, Head of North American Equities. The Fund aims to produce long
term total return from investment in a portfolio of companies in any economic sector in the United States and
Canada. Holdings will be listed on a regulated stock exchange or market in either the United States or Canada.
The Fund's benchmark is the FTSE North America All Cap Index (Total Return).
Stock selection is the primary driver behind the fund's returns, particularly over the longer term; the team selects stocks
within a top-down framework, and in-depth macroeconomic analysis helps the team to develop their views on the
underlying sectors within the North American investment universe. The team aim to invest in cash generative businesses
that have pricing power, solid management teams and growing dividends.
Matthew's investment style allows his team to pursue the most attractive individual stock opportunities without being
restricted by any formal growth or value style bias. This provides the portfolio with the potential to perform well in most
market environments.
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Fund Manager Profile |
 Matthew Strachan joined Alliance Trust 24 years ago. During his
career he has gained a wealth of investment experience and,
unusually, has worked on every major investment region including
UK, Europe, Japan, Asia and North America.
This has given him
invaluable knowledge, especially in the era of globalisation, that
directly benefits investors in Alliance Trust North American Equity
Fund. |
| Fund Manager Video |
Fund overview |
Matt Strachan, Head of North American Equities, gives an update on the Alliance Trust North American Equity Fund. Video Transcript.
Archive Videos
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Whilst care has been taken in compiling the content of this video, no representation or warranty, express or implied, is made by Alliance Trust Asset Management Limited as to its accuracy or completeness. Nothing said or covered in this video should be construed as being an invitation or inducement to engage in investment activity. No advice is given by Alliance Trust Asset Management Limited. For advice on investing, please consult an independent financial adviser. |
Focused portfolio of 30 - 45 holdings
Conviction led approach
Maximum 7% overweight position in a single company
Low turnover: long-term investors, not traders of paper
Where can I buy?
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