Rod Gentry

AAM is an active, risk-aware manager which aims to outperform chosen benchmarks. They invest in a wide range of different securities without regard to any particular index, seeking to invest in good quality companies and concentrating on absolute and relative value, which they aim to exploit by switching between cash and market instruments such as equities and bonds. The firm employs macroeconomic procedures and fundamental analysis to select the most appropriate investment strategy. The firm uses technical overlay to enhance entry and exit points, resist market volatility and control risk. Their overall approach to investing is based upon managing portfolio returns as a consequence of managing portfolio risk, adding value by determining and actively managing the appropriate risk and return strategies and performing in-house research in order to reach an independent view.

Closed-End Investment Fund/Investment Trust

Provides financial advisory services

Functions as an investment holding company and provides staff and infrastructure support services

KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk.

Acts as a nominee/trust/depository

Provides financial planning and investment management services