Paul Sharman

Provides brokerage services

Develops software platform allows health care providers to remotely connect with and manage the care of seniors, patients, and home care clients

Meritwell II Ltd. is a closed-ended investment company. The Company was founded on February 5, 2020 and is headquartered in St. Peter Port, Guernsey.

Aerion is a GARP-oriented manager which utilizes a combination of fundamental analysis and quantitative techniques to manage a balanced, diversified fund to provide long-term growth and to meet pension payments as they fall due. They share market knowledge and sector expertise to provide top-down and bottom-up analysis for asset allocation and investment decisions. The firm invests in domestic equities, international equities, corporate bond, government bonds, index-linked bonds, and credit. They regularly meet with company management as part of their equity and corporate bond investment management. They use risk analysis models to construct portfolios and monitor risk. Fund managers oversee diversified portfolios of UK equities, international equities, corporate bonds, government bonds, index-linked bonds and credit.

TCAM is an active, long-term manager which performs in-house fundamental research, aiming to deliver superior long-term investment performance by constructing focused portfolios which balance performance with risk and volatility. The firm combines bottom-up stock selection with the application of carefully developed themes and evaluates companies at three levels to identify mispriced stocks. They typically hold investments for three to four years. TCAM believes that the market can inefficiently discount company specific events such as management change and devotes their analytical resources to changing company situations. Their funds operate an exclusion policy, avoiding companies believed to expose investors to unacceptable financial risk resulting from poor management of environmental, social and governance issues.

AAI is an active, research-driven manager which employs bottom-up asset analysis combined with a macroeconomic view to seek market mispricing opportunities and provide investors with superior returns. Their overall investment approach is anchored by their fundamental research and in-house expertise across asset classes including UK and international equities, real estate, bonds and cash. The firm typically adopts a long-term investment horizon when selecting equities, basing their investment decisions on in-house criteria and focusing on the firm's prospects over a five-year horizon. For government bonds, they utilize top-down analysis and a combination of bottom-up and macroeconomic research for corporate bonds.