John Bruce Anderson

JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets.

Provides investment management and advisory services to businesses, institutions, and private investors

RFM is an active, research-based manager which combines long-term strategy with short-term tactics to enable them to take advantage of market movements as they happen. The Rensburg Unit Trusts seek to minimize investment exposure through diversification, providing income and growth strategies. The firm constructs diversified portfolios and performs company visits to develop stock ideas, seeking companies with competent management, an emphasis on building shareholder value and a sound business environment.

Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings.