Mark Pollard

Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes.

PIL offers professional, active investment management across a broad range of asset classes, including traditional long-only equity, fixed income, multi-asset income, alternative, and multi-asset class strategies. The firm’s research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely significantly on research generated in-house which is tailored to the precise needs of their investment professionals. External research is also used - for example, to evaluate consensus views and to augment the research process.

Buys majority stakes in stable, profitable and steadily growing entrepreneurial companies

Helvetica is a multi-strategy investment manager focused on risk analysis. The firm manages long-only and alternative strategies, both as directly invested portfolios and thru the selection of third-party managers. They invest across asset classes in equity, bonds, derivatives, alternative investments and private equity. They operate a proprietary risk management system and combine in-house asset allocation with outsourced service providers. Their investment approach is based on fundamental research with quantitative overlays. In particular, they have developed a proprietary fund manager selection process for their multi-manager products. Helvetica's products include long-only and cross-asset absolute return funds, multi-manager alternative investment funds, thematic and real estate funds. They also provide customized portfolio management services and corporate advisory services.