Sanjeev Lakhani

IAM invests on behalf of their clients in both listed equity and private equity infrastructure strategies. The firm’s investments are based on a strong conviction that among other macro-economic trends, population dynamics, resource scarcity, inadequate infrastructure and environmental constraints will profoundly shape global markets, creating investment risks and opportunities. ESG analysis is an integral part of their investment research process. The most attractive stocks are identified by the research intensive, bottom-up, stock picking process described in the previous section above which focuses on upside to target price. This bottom-up process is then complemented by a top-down macro-economic overlay to ensure that the firms’ research is also focused on the most promising regions and sectors.

Highclere seeks to invest client funds in small and medium sized companies listed in markets outside North America. They focus on generating absolute returns for their clients over the long term, and are comfortable investing at the smaller, under-researched end of their universe. The firm’s investment decision process is systematic, methodical and research driven. Highclere’s investment team are responsible for the research and integration of ESG analysis into their bottom-up investment process.

JHI UK is an active, value-oriented manager which has core capabilities in global equities, European equities, global fixed-income, multi-asset and alternative investments. They focus on absolute returns, investing globally based on rigorous fundamental research and risk management. The firm believes that top-down economic factors are key drivers of markets and the performance of sectors within markets. Economic expectations are a key input to all equity, bond and currency return forecasts which determine their asset allocation policy.

Provides investment management and advisory services to businesses, institutions, and private investors