Gareth Walsh

Cantor Fitzgerald-IM offers investment funds to clients as an alternative to investing in order to reduce volatility through diversification while still seeking to generate a return on client’s investment portfolio. Their funds platform gives an instant diversification with exposure to a wide range of asset classes, specific market sectors and geographies and helps reduce the risk associated with investing in a single entity.

Merrion utilizes an active investment strategy and aims for superior returns on investments. The firm constructs portfolios through a top-down approach. They evaluate market fundamentals in terms of associated valuations and technical considerations. The firm looks for undervalued situations when stockpicking. The firm manages a number of varied funds with different investment horizons ranging from short- to mid-term to mid- to long-term.

Davy-PB focuses on long-term capital growth and preservation of wealth. Strategic planning, on a range of levels, is core to help their clients to achieve their goals, namely through corporate, retirement, estate and charitable planning. The firm selects from a range of asset classes worldwide such as equities, bonds, currencies, precious metals, real estate and private equity.

Bloxham-IM utilizes a bottom-up approach and their investment strategy is supported by fundamental, quantitative and technical analysis. Rather than focus on isolated equity markets, they leverage a cross-disciplinary approach aiming to deliver high value-added research. They manage diversified alpha funds across a range of investment styles: contrarian, high yield, intrinsic value and global alpha.