Algebris is a global asset management company embracing long only and alternative investment strategies. Algebris has historically specialised in the global financial sector which has allowed the firm to uncover unique value across both financial equity and credit opportunities and has then broadened its expertise to global credit and Italian equity. With respect to private strategies, Algebris invests in non-performing loans predominantly secured by high-end, residential real estate assets in Italy.Founded by CEO Davide Serra in 2006, Algebris currently manages around £8.8 billion of assets and maintains offices in London, Milan, Luxembourg, Boston, Singapore, and Tokyo with a team of over 100 professionals.
AXA Investment Managers (AXA IM) is an active, long-term, global multi-asset investor. We work with clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. With approximately €801 billion in assets under management as at end of September 2019, AXA IM employs over 2,350 employees around the world and operates out of 30 offices across 21 countries. AXA IM is part of the AXA Group, a world leader in financial protection and wealth management.
Founded in 2007, Cerno Capital is an investment partnership working with clients to manage wealth for the long term. Our partnership culture enables us to be long term in our thinking, aligned with the interests of our investors providing exceptional investment management and service to individuals, families, charities and institutions.
We look for opportunities across global asset classes and select high quality assets with sustainable returns. We work to protect against the permanent loss of capital and manage the wealth of our clients for the long term. Client service is at the heart of what we do.
Close Brothers Asset Management is one of the UK’s largest and longest established providers of high-quality investment management.We manage over £12.6 billion on behalf of private clients, families, professionals, business owners and charities.We are part of the Close Brothers Group plc, a FTSE 250 leading UK merchant banking group, providing lending, deposit taking, wealth management services, and stocks and shares trading.Established in 1878, our strategy focuses on developing long-term relationships through delivering high levels of client service and professional expertise to help the people and businesses of Britain thrive over the long term.
Founded: CRUX is a boutique asset management company, established in 2014 by a group of individuals who share the common aim of providing clients with strong performance, combined with robust investment processes and first-rate service. CRUX was authorised by the FCA and capitalised in 2014.Philosophy: We firmly believe in the concept of time as our friend. We invest for the long-term, never swaying from our investment principles and standing by our convictions. We have a rigorous investment approach, seeking to achieve long-term capital growth by identifying and investing in the best stock ideas within its investment universe. At the heart of CRUX lies our core values – integrity, passion and alignment. CRUX is a firm believer of active management.
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Our vision is to deliver innovative client solutions for a better future. Operating in more than 25 countries and with £516.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. (Data as at 31 December 2020).
Fisher Investments (FI) is a privately-owned, active equity manager with 40+ years’ experience managing segregated mandates for institutional investors. FI offers a wide range of strategies across developed and emerging markets, focusing on both large and small caps, as well as dedicated ESG & Impact variants. The majority have recently been made available as Dublin-based UCITS funds.
Philosophically, FI believes macro-economic factors are the dominant drivers of relative and absolute equity performance, and avoiding permanent biases delivers the most consistent outcomes. Our approach includes ESG analysis, that is integrated in both the top-down and bottom-up portions of the investment process. FI’s strategies are commonly used as core portfolio holdings, or as a diversifier in multi-manager funds due to the unique top-down aspects of our investment process.
FI is truly global, with clients in 30 countries and assets under management exceeding £115 billion as of December 31st 2020.
GAM Investments is a leading, independent, pure-play asset management group. We provide active investment solutions and products for institutions, financial intermediaries and private investors. Our core investment business is complemented by private labelling services, which include management company and other support services to third-party institutions.
With around 750 employees in 14 countries and CHF 120.4 billion in assets under management, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients’ needs. We support our growth with an extensive distribution network which includes sales, marketing, product development and product management. Our investment professionals work from the global hubs of London, Cambridge, Zurich, Hong Kong, New York, Lugano and Milan.
Goldman Sachs Asset Management is one of the world’s leading investment managers. With around 2000 professionals across 37 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices, for whom we invest or advise on more than $1.8 trillion of assets.
Muzinich & Co. is a privately-owned, institutionally focused, global investment firm providing investors with partnership solutions in public and private credit markets. Founded in New York in 1988, we have offices in 14 locations across the US, Europe and Asia. The firm offers a broad range of corporate credit investment strategies across developed and emerging markets. In the public market space this includes, high yield, multi-asset credit, long/short credit, syndicated loans and sustainable credit. In private markets, Muzinich & Co. has developed capabilities across two key areas: private debt and aviation finance. The firm has 220 employees globally with $39.1bn of client assets under management (as of 31/12/2020). Muzinich & Co. is signatory of the UN supported Principles for Responsible Investment since 2010.
Seilern Investment Management (SIM) is an asset management firm specialising in the investment management of concentrated portfolios of rigorously-researched, high-quality stocks held for the long term. Founded in 1989 by Peter Seilern-Aspang, the firm has remained faithful to its principled and effective investment philosophy. We aim to identify businesses that have a long-term sustainable advantage and invest in them over the full course of the economic cycle, an approach which has stood the test of time.
Why choose T. Rowe Price?
Founded in 1937 during the Great Depression, T. Rowe Price has been built on the enduring philosophy of the founder - meeting clients' individual needs. Since then, through changing investment and economic environments, the basic principles that guide our business have remained the same.
For over 80 years we have invested across multiple market cycles, always with a focus on generating performance for our clients over the long term. We opened our London office in 1979 and offer a broad range of investment strategies through both OEIC and SICAV vehicles.
Our intellectual rigour helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first and our stability lets us stay focused on their goals as we pursue better investment outcomes.
Tellworth Investments is a specialist UK equity Investment boutique founded by Paul Marriage and John Warren in 2017. Paul and John have managed multi-award winning hedge fund equity strategies together at Cazenove and subsequently Schroders and Tellworth, with an established track record since 2005. Having launched the long only small cap strategy in 2018, the firm now have over £770m in AUM.
Wellington Management is a trusted adviser for institutions in more than 60 countries. Its investment solutions — which incorporate ESG factors — are built on the strength of proprietary research. As a private firm whose sole business is investment management, Wellington’s long-term view and interests are aligned with those of its clients.
