Investment Managers
The managers behind the funds.
A focused group of specialist active managers, our own team and the external partners we work with, brought together for our clients through a single relationship.
Investment Managers
A focused group of specialist active managers, our own team and the external partners we work with, brought together for our clients through a single relationship.
US small & micro cap equity
Chicago-based US small and micro-cap growth specialist, running a disciplined, repeatable process rooted in behavioural finance: backing companies whose earnings are likely to surprise the market. Employee-owned.
Global growth equity
California-based global growth equity specialist, known for a differentiated 'quality growth' philosophy. WCM builds concentrated, high-conviction portfolios of businesses with durable, growing competitive advantages, pairing what it calls 'moat trajectory', the direction of a company's advantage rather than its width, with deep analysis of corporate culture.
Emerging markets, impact and multi-manager
Alquity’s in-house investment team, with emerging markets at its core: high-conviction Indian subcontinent, Asia and Future World (global emerging markets) strategies, researched stock by stock through first-hand work on the ground. Alquity also runs the Global Impact Fund, an SDG-aligned strategy, and the VAM Fund, a multi-manager growth strategy using funds from across all the managers in the group.
Multi-asset
Cautious, Balanced and Balanced Growth multi-asset strategies, built on institutional-grade portfolio construction and asset allocation.