Kelli Meagher

JHI UK is an active, value-oriented manager which has core capabilities in global equities, European equities, global fixed-income, multi-asset and alternative investments. They focus on absolute returns, investing globally based on rigorous fundamental research and risk management. The firm believes that top-down economic factors are key drivers of markets and the performance of sectors within markets. Economic expectations are a key input to all equity, bond and currency return forecasts which determine their asset allocation policy.

Functions as a College/University

Northcape Capital takes a long-term approach to investing and believes that superior investment performance relies on high quality fundamental investment research, good judgement, constructive debate and experience. Their focus is on constructing a portfolio of carefully selected, high-quality businesses that delivers resilient and sustained long-term performance for clients.

Platypus believes that for a company to be considered an investment proposition, they should exhibit a track record of earnings and preferably dividend growth. They also believe that consistent earnings drive the share price performance in the medium to long term making this the firm’s focus. Platypus has a belief that individual companies, market sectors and markets generally trade in well-defined valuation ranges.

Provides investment advice

Sage Capital provides investors with access to risk controlled, active equity returns through a unique investment process that combines quantitative analysis with deep fundamental research. Their Funds uniquely blends fundamental and quantitative strategies to develop opportunities that generate return. This strategy generates concentrated and uncorrelated returns from fundamental investing, improving on returns derived from the breadth of the quantitative process.