Mike Balfour

GIM is a long-term, specialist, active manager which aims to add value through a 'different' approach. The firm constructs concentrated UK equity portfolios, taking active positions relative to the benchmark while providing adequate diversification. GIM offers Balanced and UK equity products on both a pooled and segregated basis.^The firm's core expertise is UK equity stock selection and they have experience in such other areas as asset allocation, fixed-income securities and selection of unit trusts and investment trusts for exposure to overseas equities.

Provides pension fund services

Operates as a professional membership organization

TMI’s process is designed to identify and exploit opportunities when asset prices do not reflect long-term opportunity, at a regional, asset and stock level. As active managers they generate real returns through a fundamental understanding of investments, enabling them to maintain a long-term perspective through market cycles. Their disciplined and consistent investment process combines economic assessment, asset allocation expertise and fundamental asset class research.

CGWPL uses a disciplined approach in providing their investment management services. In constructing portfolio, the firm puts the long-term asset allocation framework in place first. Then they optimize the portfolios by using the combination of tactical asset allocation and underlying stock selection.

Offers fund management services

Operates as an investment holding company

Functions as an investment holding company

Operates as golf club

Functions as a closed-end investment fund or Investment trust

Functions as a closed-end investment fund or Investment trust

Offers fiduciary management and advisory services