Steve Frost

CBIM uses bottom-up stock driven, fundamental analysis in their investment, research structure and processes. The firm invests in the long term to capture equity growth, but only when high-quality opportunities are identified at sensible valuations. Their investment team members have dual roles as portfolio managers and analysts and every member of the team has specific research responsibilities. They combine external data with internal research without adhering to any particular management style to identify positive change at the global, regional and sector level.

SGR-UK is an active investor which specializes in managing fundamental equity long/short strategies. They invest across geographical borders and have specialist expertise for Asian and European equity. SGR's investment style combines top-down and bottom-up research. The firm first looks at macroeconomic factors and aims to identify regions where liquidity is expanding or contracting. They then select individual markets in which to pick stocks which they believe to be attractive. The firm's research process is backed by a company visitation program and their core investees receive several visits each year. SGR-UK controls risk and preserves capital by monitoring the technical behavior of markets and stocks in which their portfolios are invested.