One range. Specialist managers.

VAM US Small Cap Growth Fund

Oberweis Asset Management

The Fund focuses on investing in under-researched, publicly traded small-cap companies that generate earnings above consensus expectations. The strategy is grounded in the behavioural finance concept of post-earnings announcement drift, aiming to capitalise on the market’s tendency to underestimate positive earnings surprises and the persistence of continued earnings growth.

VAM US Micro Cap Growth Fund

Oberweis Asset Management

The Fund focuses on investing in under-researched, publicly traded micro-cap companies that generate earnings above consensus expectations. The strategy is grounded in the behavioural finance concept of post-earnings announcement drift, seeking to capitalise on the market’s tendency to underestimate positive earnings surprises and the persistence of subsequent earnings growth.

Alquity WCM World Growth Fund

WCM Investment Management

The Fund invests in large-cap, publicly traded companies that benefit from long-lasting tailwinds, possess growing economic competitive advantages, maintain high barriers to entry, and are led by innovative management teams. In-depth analysis of corporate culture is a key part of WCM’s process. The fund employs a high-conviction approach, typically holding between 30 and 50 large-cap companies.

Alquity Indian Subcontinent Fund

Alquity Investment Management

The Alquity Indian Subcontinent Fund focuses on quality growth companies, with a particular focus on those that are domestically driven. Its highly differentiated approach is guided by a thematic focus on ‘Changing India,’ allowing for significant off-index exposure.

Alquity Asia Fund

Alquity Investment Management

The Alquity Asia Fund focuses on quality growth companies, with a particular focus on those that are domestically driven. It takes a highly differentiated, thematic approach, with a focus on smaller markets and wide-moat global leaders, allowing for significant off-index exposure.

Alquity Future World Fund

Alquity Investment Management

The Alquity Future World Fund focuses on quality growth companies, with a particular focus on those that are domestically driven. It takes a highly differentiated, thematic approach with substantial geographic diversification, allowing for significant off-index exposure.

VAM Fundamental Emerging Markets Equity Fund

Alquity Investment Management

The VAM Fundamental Emerging Markets Equity Fund follows a disciplined investment process, leveraging fundamental due diligence and a proprietary, finance-first, systematic framework to identify top-quality opportunities. It focuses on stage-specific value creation, targeting companies that are executing strategies appropriate to their stage of development, in order to unlock the best opportunities across the corporate maturity spectrum.

VAM Cautious Fund

atomos

The fund is a conservative discretionary income and growth portfolio, with exposure primarily to fixed income and a lesser exposure to a concentrated portfolio of listed global equities. It invests through a combination of direct equities and funds, supporting active stock selection and giving investors greater transparency.

VAM Balanced Fund

atomos

The fund is a discretionary core balanced growth portfolio, with exposure primarily to a concentrated portfolio of listed global equities. It invests through a combination of direct equities and funds, supporting active stock selection and giving investors greater transparency.

VAM Growth Fund

atomos

The fund is a discretionary core growth portfolio, with exposure primarily to a concentrated portfolio of listed global equities. It invests through a combination of direct equities and funds, supporting active stock selection and giving investors greater transparency.

VAM Fund

Alquity Investment Management

A globally diversified, multi-manager portfolio that invests mainly across the VAM and Alquity fund ranges, run in-house by an Alquity Group investment committee. It targets long-term capital appreciation across developed and emerging markets.

Alquity Global Impact Fund

Alquity Investment Management

The Alquity Global Impact Fund employs a data-driven strategy that integrates both equity and macro factors. It invests in ESG leaders, with over half of the portfolio allocated to companies generating more than 20% of their revenue from sustainable solutions aligned with the UN Sustainable Development Goals (SDGs).