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.
| Fund Manager Profile |
Fund overview |
 Matthew Strachan joined Alliance Trust 25 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.
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- 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
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| Alliance Trust Asset Management Video Centre |
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Edward Troughton, Managing Director, overview of the Alliance Trust North American Equity Fund.
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