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As bottom-up stock-pickers, we build our portfolios on a company-by-company basis, irrespective of benchmarks, geography or sector allocations. Our on-the-ground investment teams conduct financial and extra-financial research. Our philosophy is that fundamentals prevail, with share price converging towards earnings per share (EPS) growth. To that end, we aim to construct portfolios that deliver double-digit aggregated EPS growth over a five-year investment horizon.