ASSET MANAGEMENT

BUILT TO PERFORM

At Goodbody Asset Management we actively manage global investment funds and have a proven track record of delivering strong investment performance and innovative transparent products.

 

INVESTMENT PHILOSOPHY

THE 3 PILLARS

We believe outperformance comes from adhering to a structured and transparent investment process, centred on our three core investment pillars.

CONSISTENCY

We adopt one investment approach
across all strategies.

Robust Process

We make investment decisions based on fundamental, bottom-up, company research.


Growth Focus

We target growth companies with resilient competitive advantages and financial strength.


Established Leaders

We favour established leaders who consistently innovate to strengthen their market position.

CONVICTION

Total belief in our ability 
to perform.

Active Managers

We wholeheartedly belief in the power of active management.


Our Benchmark

The outperformance of stock indices is our measure of success.


Concentrated Portfolios

Each portfolio invests in 35-45 companies in which we have complete faith.

COMPOUNDING

We focus on the long-term with 
low stock turnover.

Long-term

We are long-term investors, holding companies for a minimum of 3-5 years.


Cash flow Growth

We look for cash flow growth potential as this is a key driver of a company’s value.


Attractive valuations

We buy good businesses at attractive valuations and give them time to flourish.

CONSISTENCY

CONVICTION

COMPOUNDING

OUR INVESTMENT FUNDS

OVER €2BN IN ASSETS
ACTIVELY MANAGED WITH
TOTAL CONVICTION

FUND OVERVIEW

The Goodbody Dividend Income Fund (GDI) Suite provides investors with the choice to either dial up or down exposure to global dividend-paying companies within a range of similar funds. At the core of the fund suite is 35 to 45 quality global dividend-paying companies which seek to provide real returns throughout the economic investment cycle.

The funds in the suite have varying exposure to these 35-45 companies, ranging from c95% in GDI 6, to a base exposure of c70% in GDI 4 and a base exposure of c40% in GDI 3. GDI 3 and GDI 4 also include other traditional asset classes such as Government bonds, Corporate bonds, cash deposits, Real Estate Investment Trusts (REITs) and Gold. In addition, GDI 3 and GDI 4 also incorporate a risk management strategy which seeks to dampen the volatility of the dividend-paying companies and to smooth the journey for investors. The funds can be used on a stand alone basis or as building blocks to form part of an overall investment solution.

 
Placeholder Image

Paul O’Brien, Head of Investment at Goodbody Asset Management, explains the Dividend Income Fund Suite strategy.

FUND KEY POINTS

Simplicity

Exposure to a diversified mix of traditional, global asset classes.

Expertise

Leverage an established and proven active alpha generating investment process.

Structured

Clearly defined parameters around the range of exposure to risk assets.

Protection

Transparent risk management strategy to dampen volatility and smooth the investment journey.

FUND INFORMATION

Funds via New Ireland

Global Dividend Income 3

Global Dividend Income 4

Global Dividend Income 6

Further information on ICAV UCITS

FUND OVERVIEW

The Fund’s objective is to deliver long-term capital growth and aims to outperform its benchmark, the MSCI World Small/Mid cap index by 2-3% per annum over the medium to long-term.

Offering attractive growth and diversification benefits, The Goodbody Smaller Companies Fund is an actively managed, concentrated global equity fund that offers investment in a diversified portfolio of 35 – 45 small/mid-sized growth companies.

 
Placeholder Image

Paul O’Brien, Head of Investment at Goodbody Asset Management, explains the actively managed, concentrated, global equities fund for smaller businesses.

FUND KEY POINTS

Superior risk-adjusted return

Global small/mid cap equities lead large caps.

A proven track record

15 years of >2.0% annualised alpha generation.

Focused active management

Targeting quality/growth businesses.

Conviction stock picking

A transparent bottom-up
investment framework.

Focused expertise

A dedicated specialist team led by Paul O’Brien, who has a 15-year track record in the space.

High Performance culture

A strong track record delivering superior risk/adjusted returns across investment market cycles.

FUND INFORMATION

Funds via New Ireland

The Goodbody Smaller Companies Fund

FUND OVERVIEW

The fund aims to deliver capital growth by outperforming its benchmark, the MSCI World Index, by 2 – 3% per annum over the medium to long-term.

The fund is an actively managed global equity fund that invests in a diversified portfolio of 35 to 45 industry-dominant companies that offer investors the potential of superior long-term investment returns.

 
Placeholder Image

Shane Butler, Fund Manager at Goodbody Asset Management, explains the Global Leaders Fund strategy.

WHAT MAKES A GLOBAL LEADER?

Resilience

We assess the resilience of a business in the face of future adversities via criteria of financial, operational and cyclical leverage.

Adaptability

Staying ahead of the competition not only enables a company to become successful, but also remain successful.

Execution

Resilience plus adaptability, well-executed over time, lays the foundation for long-lasting durable success.

FUND KEY POINTS

Proven market leaders

The Fund invests in select group of dominant companies with sustained leadership positions and higher profitability in their industry.

More profitable tomorrow

Relentless innovation sustains their leading positions and ensure high growth and profitability is sustained into the future.

Outperformance opportunity

Global Leaders consistently widen the gap with competitors which can lead to significant share price outperformance over time.

FUND INFORMATION

Funds via New Ireland

Goodbody Global Leaders Fund

FUND OVERVIEW

The fund aims to deliver capital growth by outperforming its benchmark, the MSCI World Index, by c.2% per annum over the medium to long term.

The Fund invests in c.35-45 companies around the world that have a sustainable competitive advantage within their sector and demonstrate a high and persistent rate of return on capital and superior earnings growth.

FUND KEY POINTS

Exceptional companies

The Fund invests solely in highly respected, exceptional companies with strong leading positions in industries around the world.

Large opportunity set

The Fund invests in companies across all market caps, providing a wide universe of investment opportunities.

Greater diversification

By investing across small, medium, and large market-cap companies the fund provides greater diversification to investors.

FUND INFORMATIOMN

CONTACT US

Speak to our specialist teams in Dublin, London, Cork and Galway.