Philip Charles Dickie Matthews

Wise Funds manages their funds with a value bias, where they aim to invest at times when prices are significantly below their estimate of fair values and will sell once the valuations rise to levels above their fair value. In addition to stock selection and being a bottom-up manager, the firm also spend time reviewing key global economic and market data to help frame current investment conditions. Wise Funds receives third-party economics and strategy research and benefits from discussions with their invested fund and company management teams.

SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM).

JAM is a high conviction active asset manager committed to growth through investment excellence with a focus on delivery of investment outperformance to clients. The firm’s fund managers employ a bottom-up approach to construct portfolios specializing in UK and European equities, global financials and emerging Europe. They complement their core strengths in equity and multi-manager products with multi-asset, fixed income and absolute return offerings.