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.
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
Dividend Income Balanced Fund Share Class B
€19.00
Dec 19, 2024
Goodbody Dividend Income Cautious Fund Share Class B
€14.44
Dec 19, 2024
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.
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
Further information on ICAV UCITS
Goodbody Smaller Fund Share Class B
€22.81
Dec 19, 2024
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.
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
Further information on ICAV UCITS
Goodbody Global Leaders Fund Share Class B
€25.82
Dec 19, 2024
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
Information on ICAV UCITS
Goodbody Global Equity Fund Share Class B
€11.36
Dec 19, 2024
OUR ASSET MANAGEMENT TEAM
CONTACT US
Speak to our specialist teams in Dublin, London, Cork and Galway.