Rob Brewis

Aubrey is a specialist global manager with a distinctive investment approach. Their proprietary thematic approach to equities delivers high active share, consistent alpha, and is naturally conducive to strong ESG performance. The firm is a conviction investor so when they consider a company, sector or market to offer a good opportunity, they may commit a significant part of a fund to it. The firm is also benchmark agnostic and their portfolios are not constructed with any reference to indices.

BDT is a growth-oriented, bottom-up stock picker. They use a top-down 'check and control' process to monitor country and sector exposure at a gross and net level and have self-imposed limits in place to ensure reasonable diversification. They do not look for pair trades or engage in other arbitrage positions. The firm uses personal research networks and company visits to verify management quality and identify competitive advantages, selecting companies based on management integrity, vision and rapid sustainable earnings growth. They consider return on equity the most important measure of profitability and growth. BDT believes that sell disciplines are more important than buy disciplines in generating superior long-term returns and manages traditional long equity mandates and absolute return mandates. The firm invests in bonds, equities, cash, absolute return vehicles, Japanese small company equities and short-term, fixed-income securities.