William James Arah

Engaged in fund management activities

Marathon-London applies long-term and often contrarian strategies in their equity investments. The firm’s investment objective for client portfolios is to exceed the performance of a defined benchmark, typically a representative index of the countries where it invests. Their portfolios are very well diversified in terms of geography, sector and most importantly, individual stock risk - the last of these due to the larger than peer average number of individual holdings.

Nesna is an active, long-term investor which integrates sustainability to their investment decision-making process. Their investment objective for client portfolios is to exceed the performance of a defined benchmark, typically a representative index of the countries where it invests. The firm’s investment philosophy guides a focused team of individually accountable portfolio managers who apply the capital cycle approach to seek investment opportunities across the market. Given the contrarian and long-term nature of the capital cycle, the philosophy often results in portfolios that differ from the benchmark, and average holding periods of five years or more for the securities in the portfolio. Nesna employs a bottom-up approach to select stock, evaluating sectors and companies, complemented by country. Their portfolios are very well diversified in terms of geography, sector and most importantly, individual stock risk.