Adam Ward

Dimensional UK is a value-oriented manager which offers a range of equity and fixed-income strategies that aim to achieve above average returns. They construct diversified portfolios using strategies combining the broad diversification, low cost and reliable asset class exposure of passive strategies that seek to add value through engineering and trading. Their funds are coordinated by models of risk and return. Dimensional UK primarily utilizes fundamental analysis with limited technical analysis.

AXA Rosenberg-UK is an active, research-based equity manager which analyzes fundamental and market data utilizing proprietary software which replicates the reasoning of financial experts, but faster than humanly possible and free of the natural biases and unavoidable mental shortcuts that exist in less systematic decision processes. The firm utilizes their world-class Expert System, which integrates the entire research and investment process, to apply fundamental analysis to global equity markets, seeking to identify companies that are inexpensive relative to their peers and combining the results with a near-term earnings growth forecast. AXA Rosenberg-UK constructs diversified portfolios, employing a Valuation Model, an Earnings Forecast Model and a Risk Model to identify undervalued stocks, companies with superior and inferior year-ahead earnings and minimize risk. Their goal is to build portfolios which have an expected future earnings advantage relative to the market.