John Morton

aIL is an active manager that makes their investment decisions using first-hand research. They conduct proprietary research to identify investment opportunities with attractive risk-reward characteristics. The firm combines multiple non-correlated investment decisions with risk monitoring and management. Their strategies include equities, fixed income, private markets, alternative investments and real estate. aIL utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls.

Provides wealth management and investment advice services

Provides legal services

AAM is an active, risk-aware manager which aims to outperform chosen benchmarks. They invest in a wide range of different securities without regard to any particular index, seeking to invest in good quality companies and concentrating on absolute and relative value, which they aim to exploit by switching between cash and market instruments such as equities and bonds. The firm employs macroeconomic procedures and fundamental analysis to select the most appropriate investment strategy. The firm uses technical overlay to enhance entry and exit points, resist market volatility and control risk. Their overall approach to investing is based upon managing portfolio returns as a consequence of managing portfolio risk, adding value by determining and actively managing the appropriate risk and return strategies and performing in-house research in order to reach an independent view.

Holding company with interest in providing financial planning and asset management services

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.

Provides investment services

Closed-End Investment Fund/Investment Trust

Provides financial advisory services