Rob Crayfourd

CQS is an active, fundamentals-based manager that follows a collaborative multi-disciplinary approach focused on fundamental research, quantitative analysis, and investment expertise, seeking adjacencies across all areas in which they invest. The firm employs a bottom-up approach and invests in strategies that offer the most attractive risk-adjusted returns. Their risk management platform, operational infrastructure, and margin and liability management framework form the core of their investment platforms and activities.

CQS-AM specializes in providing management and advisory services for companies focused on the resources sector. They follow a long-term and unconstrained investment approach, investing in both base and precious metals, as well as in oil and uranium. A significant part of their portfolios is invested in gold and fixed-income securities. They consider investment themes such as the shortage of gas storage facilities. Fixed-income investments include industrial bonds and high-yield. Uranium-related investments comprise both listed companies involved in the exploration or production of uranium, as well as seed financing situations.

USS integrates environmental, social and corporate governance (ESG) factors into their investment decisions across all asset classes. Through engagement, voting and stewardship, they use their influence as a major institutional investor to promote good ESG practices. The firm works with policy makers and regulators to ensure that the concerns of long-term asset owners and investors are clearly understood.