Mark Sheppard

Acts as Closed-End Investment Fund/Investment Trust

MIM is a value-based investor which seeks under-researched situations where they feel a catalyst will provide change. Because the firm seeks to identify under-rated companies with liquidity, their portfolios tend to have a bias to mid-cap companies. They may adopt a bottom-up or top-down approach and may buy growth or value companies at different stages in the economic cycle. The firm's approach to analysis is future focused and they examine the factors which determine long-term success. MIM seeks companies incorporated and traded in western markets which provide the growth opportunities of the emerging economies. They avoid sectors that require specific knowledge, aiming to identify developments in financial markets which we then try to exploit. The firm performs fundamental research, focusing on enterprise value measures, which they adjust for potential liabilities.

Provides brokerage services

Provides investment services

Provides investment advice