We have a broad range of strategies which invest across numerous markets including:
UK
The Schroder UK Dynamic Absolute Return Strategy is a fundamental, bottom up, UK all cap long/short equity strategy with a small and mid-cap bias. It has a 15-year proven track record.
The TM Tellworth UK Smaller Companies Fund is an unconstrained, UK long only small-cap strategy with a focus on stocks with £100-500m market cap. It only invests in companies that are UK registered and UK listed, using a fundamental bottom up research approach which has been proven over 15 years.
The TM Tellworth UK Select Fund is a low net UK equity long/short fund that combines bottom up stock picking with a data driven business cycle approach, focused on UK companies greater than £500m market cap.
Europe
The HI European Market Neutral Fund is a low net, large cap pan European equity long/short fund with a fundamental, bottom up stock selection process complemented by multi-factor screens aiming to capture growth acceleration and industry changes.
Asia
The SVS BambuBlack Asia ex-Japan All Cap Fund is a long only, fundamental bottom up strategy with a thematic overlay. With a track record of more than 10 years, the fund aims to invest across the market cap spectrum, focusing on companies greater than $100m market cap.
The SVS BambuBlack Asia Income & Growth Fund is a long only, fundamental bottom up strategy with a thematic overlay. With a 24-year track record, the fund aims to invest across the market cap spectrum, focusing on companies with both an income yield and long-term capital growth.
Global emerging markets
The Pembroke Emerging Markets strategy is a long/short emerging markets equity absolute return strategy that aims to achieve low directional exposure, control volatility and limit drawdowns. It implements high conviction ideas from top-down themes and bottom-up fundamental analysis, along with corporate catalysts.
The Skerryvore Global Emerging Markets All Cap Fund aims to invest responsibly in emerging markets with the goal of generating absolute long term-returns. The aim is to create a high conviction portfolio of reasonably-valued, high quality companies that are exposed to, or operate in, emerging markets.
Global listed infrastructure
The 4D Global Infrastructure Fund invests in listed infrastructure companies across all four corners of the globe. The Fund consists of a concentrated investment portfolio of 30-60 stocks, and aims to identify quality listed global infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
The 4D Emerging Markets Infrastructure Fund invests in listed infrastructure companies in emerging markets across the globe. The Fund consists of a concentrated investment portfolio of 20-60 stocks and aims to identify quality listed global emerging market infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
Global listed real estate
The Quay Global Real Estate Fund invests in a portfolio of real estate securities listed on stock exchanges around the world. It is relatively concentrated and currency unhedged, with a conviction based approach. The strategy focuses on delivering investors real total returns, and invests through the cycle while also taking advantage of counter-cyclical opportunities.
