Lachlan Eric Riddell

CBIM uses bottom-up stock driven, fundamental analysis in their investment, research structure and processes. The firm invests in the long term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations. Their investment team members have dual roles as portfolio managers and analysts and every member of the team has specific research responsibilities. They combine external data with internal research without adhering to any particular management style to identify positive change at the global, regional and sector level.

TCIM concentrates on individual companies rather than sectors or industries, for their equity accounts. They look for stocks that it believes are attractively priced based on an analysis of the company’s prospects for growth in earnings, cash flow, revenues and other relevant measures. In general, the firm focuses on companies with shareholder-oriented management dedicated to creating shareholder value. For the fixed income accounts, TCIM concentrates on security selection, sector allocation, yield-curve positioning, and duration management.

Provides brokerage services

Functions as a College/University