Kevin Doyle

AI-IE is an active, global asset manager with broad and deep expertise across all major asset classes. The firm considers asset allocation and portfolio construction as vital parts of their bottom-up investment process, which is informed by a top-down analysis of key economic variables, leading to medium-term forecasts on earnings growth, interest rates and bond yields. Their risk control process aims at limiting volatility relative to benchmark at the stock, sector and market levels.

KBCAM-Ireland is a value-oriented manager which employs a core style with a growth tilt. The firm invests globally in equities with the majority of their assets allocated to large- and giant-cap Continental European securities. KBCAM-Ireland's investment team combines a macro/thematic overlay with strong bottom-up stock selection. The firm seeks attractively priced stocks by applying macro-oriented analysis to identify trends and themes in world markets, regions and sectors. They find potential sources of differentiation by isolating where their economic, valuation, and earnings forecasts vary from the general consensus. The firm's in-house fundamental research is complemented by a comprehensive company visit program which aims to identify quality stocks that reflect their preferred regional and sector themes.