Oaktree Capital Management
Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. The firm was formed in 1995 by a group of individuals who had been investing together since the mid-1980s in high yield bonds, convertible securities, distressed debt, real estate, control investments and listed equities.
We represent Oaktree in the UK & Republic of Ireland focussing on their SICAV strategies, including High Yield Bonds, Senior Loans, Convertible Bonds and Emerging Market Equities.
Daiwa SB Investments
Established in 1973, Daiwa SB Investments has established a strong reputation in Japanese equities. Of the circa $50 billion it manages, roughly 40% is invested in Japanese equities. The asset manager is well known for its strong capabilities in bottom-up fundamental research and is highly rated by Japanese institutional investors. The business employs more than 350 staff out of offices in Tokyo, Hong Kong, Shanghai, Singapore, London and New York.
RobecoSAM (formerly SAM Sustainable Asset Management AG) was founded in 1995 as an independent asset management company focusing exclusively on sustainability investing, and has grown to become one of the world’s leading institutions in this field. Its client base includes banks, insurance companies, pension funds, endowments, foundations and family offices. Its asset management capabilities include a broad range of regional and global equity, impact investing, and theme-based strategies in the areas of Water, Smart Energy, Smart Materials, Healthy Living and Agribusiness.
SPARX Asset Management Co.
SPARX Asset Management was founded in 1989 by Shuhei Abe, who was the former Japanese equity advisor to George Soros’ Quantum Fund. SPARX became the first independent asset management company to be publicly-listed in Japan in 2001 and has approximately $9 billion of AUM.
Founded in 1993, Value Partners is the first and only listed asset management firm on the Main Board of the Hong Kong Stock Exchange, with approximately $14bn of AUM. Value Partners has one of the largest on-the-ground research teams focused on Asian and Greater China equities with over 60 investment professionals.
Mandarine is a highly regarded Paris based boutique, specialising in European equities, with circa €2.5 bn AUM. Founded in 2008 by Marc Renaud, a luminary of the French asset management industry, Mandarine brings together experienced professionals with a personalised management style. Mandarine is a specialist in European stock-picking and offers conviction-based funds featuring distinct and complementary styles. The product line is based on the specific expertise of each fund manager.
Twelve Capital is an independent investment manager specialising in insurance investments. As of 30 September 2018 it had more than $4.3bn assets under management. Its investment expertise covers the entire balance sheet of insurance companies, including Insurance Bonds, Insurance Private Debt, Catastrophe Bonds, Private Insurance-Linked Securities and Insurance Equity. It also composes portfolios of its Best Ideas. It was founded in October 2010 and has offices in Zurich and London.