Neil Mitchell

Fiera UK manages client assets using a bottom-up stock picking process that relies on intensive, on-the ground qualitative research and disciplined, price-focused financial modelling. The firm manages emerging market and frontier assets using a variety of investment strategies designed to meet the needs of its clients. Most strategies are equity-based, though there may be some exposure to property and bonds. Equity strategies include a range of UCITS compliant mutual funds as well as long/short hedge funds. Fiera UK also manages pooled and segregated accounts for institutional clients. Strategies may be global, regional or country-specific.

Sarasin is an active investor who takes a global, long-term, thematic approach to investing – with responsible investment at their core. They identify powerful trends that will shape the investment landscape for years to come and embed stewardship into their investment process. Clients can invest in the firm’s global equity, multi-asset, fixed income and real estate strategies. Portfolios can be constructed either through portfolio funds or as segregated portfolios.

Cavendish AM is a growth-oriented, fundamentals-based manager with a global approach to asset allocation and an active management style. They perform in-house research and describe their investment process as "intelligent investing" because their people make the firm's investment decisions. The firm is a bottom-up stock picker which aims to add value by finding and validating undervalued stocks. They are a medium- to long-term manager which typically holds investments for 12-36 months.