Adam David Phillips

Nesna is an active, long-term investor which integrates sustainability to their investment decision-making process. Their investment objective for client portfolios is to exceed the performance of a defined benchmark, typically a representative index of the countries where it invests. The firm’s investment philosophy guides a focused team of individually accountable portfolio managers who apply the capital cycle approach to seek investment opportunities across the market. Given the contrarian and long-term nature of the capital cycle, the philosophy often results in portfolios that differ from the benchmark, and average holding periods of five years or more for the securities in the portfolio. Nesna employs a bottom-up approach to select stock, evaluating sectors and companies, complemented by country. Their portfolios are very well diversified in terms of geography, sector and most importantly, individual stock risk.

Functions as a College/University

Western Asset UK is an active, fundamental, value-oriented manager which specializes in providing fixed-income clients with tightly controlled, diversified long-term portfolios. They combine traditional analysis with innovative technology, seeking to add value by exploiting these inefficiencies across eligible sectors. The firm utilizes multiple investment strategies, including active sector and issuer selection, believing that these strategies enhance value by limiting the ability of any one strategy’s underperformance from significantly impacting returns.

RBC GAM-UK employs fundamental analysis and quantitative analysis. Individual portfolio managers may emphasize one method of security analysis over another in providing investment management services to discretionary clients and recommendations to nondiscretionary clients. The firm’s investment teams are responsible for researching investment opportunities and implementing their findings and views on specific issues in the management of clients’ portfolios.

RBC BlueBay is an active investment manager partnering with clients to deliver optimal outcomes across asset classes. The firm’s investment expertise is characterized by their specialist fixed income credentials, broad-based equity capabilities, integrated ESG approach and impact investing strategies. They have a global perspective with local expertise in their core markets. RBC BlueBay's investment process combines top-down macroeconomic research and bottom-up microeconomic research.

Blantyre Capital invests in lower middle market companies located across the globe, primarily in Europe and North America. The firm focuses on companies operating across a broad range of sectors and industries. It provides financing in form of debt and equity for recapitalization, carve out/MBO, turnaround, acquisitions and growth stage transactions with an investment size of EUR 15 - 100 million.