Amanda Young

SIS Ventures invests in companies located in the United Kingdom and Scotland. The firm targets companies operating in the fields of social enterprises including health, fitness, and education sectors. It provides financing in form of equity & debt for early stage capital requirements. It also makes co-investments.

AIM’s investment process is the product of their “Focus on Change” philosophy and combines asset allocation, security selection, portfolio construction, dealing and risk management. They carry out rigorous research in all the major financial markets. Their dedicated risk management team measures and monitors risk across all portfolios. Each fund has a clearly defined specification setting out the parameters within which the portfolio manager can invest.

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process.

CCLA is an active, long-term manager which aims to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. The firm invests in global equity and debt across all market caps, with a focus on UK large-cap growth and value stocks.