Jonathan Bell

Cape Ann seeks to achieve long-term growth primarily by investing in a diversified portfolio of publicly traded developing market equity securities using a bottom-up value investment approach.

NAM-UK is an active, value-oriented manager with a global perspective and a medium- to long-term outlook. They perform multi-faceted research which is shared throughout the group, and local expertise is contributed by each overseas team. Their research capabilities, supported and integrated globally by proprietary systems, include fundamental analysis, company visits, market research, credit analysis, macroeconomic projections and quantitative analysis. The firm employs various strategies including active, passive and active quantitative. They invest globally through their funds in equity and fixed income, with a strong focus on the Far East.

Pictet AM actively manages a wide range of equity, fixed income and multi asset strategies including total return. The firm aims to provide long-term return potential with diversified risk. Their disciplined two-stage investment process blends top-down evaluation of the global environment with bottom-up sector and individual issuer analysis.