Alex Millett

Oberon-IM retains an entrepreneurial approach to fund management and its range of services provides clients with the ability to apply low risk to most of their portfolio whilst also being offered the chance to look at opportunities in higher-risk investments with the potential for higher returns.

KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk.

SIM is a long-term, active GARP-oriented manager which seeks to provide long-term capital appreciation by investing in a mix of equity and fixed-income securities within global markets. The Fund's benchmark is the Morgan Stanley World Free Index. The firm constructs a balanced international portfolio aiming for long-term growth by investing in companies with prospects for capital growth and managing risk through geographic and industrial diversification. SIM utilizes top-down and bottom-up approaches to select investments with the most defensive merit. Their top-down research identifies the sectors on which to focus in order to determine the extent of sector allocation. They use bottom-up analysis to review and select individual securities. The firm believes that the combination of approaches allows them to select securities offering good growth prospects at reasonably valued prices.