Kate Emma Leppard

Schroder & Co. is an active manager which follows a bottom-up approach backed by independent fundamental research. Most of their research is done in-house by specialist teams. They utilize their proprietary Global Research Investment Database to distribute in-house and external research to their investment professionals. The firm has expertise in large-, mid- and small-cap investment around the world. They focus on firms who have potential long-term value creation and earnings capabilities, with attention to the ability to service debts.

CCM is an active, value-oriented investment manager which follows a bottom-up investment process and adopts a pragmatic approach. They try to anticipate the evolution of a company's stock by analyzing their business life cycle, taking into account global economic and market factors. The firm seeks to meet biannually with the companies in their portfolio. The firm's managers concentrate on their area of expertise, namely UK and European securities, fixed-income, multi-manager and alternative asset classes. They rely on external managers for other areas. CCM meets regularly with the companies in their portfolio and makes investment decisions as a team. Funds are managed to follow relevant industry indexes.

SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM).