Aktia Asset Management
Aktia Asset Management is a Nordic boutique manager backed by Aktia Bank Plc, a Finnish financial services group with history dating back to 1826. The first mutual funds were launched in 1987, laying the foundation for the business’ investment philosophy. Aktia Asset Management has built a strong track record in its chosen areas of expertise, which are Emerging Market Debt and European Credit, receiving recognition both domestically and internationally. It has EUR 13.5 billion of AUM, a well-established institutional client base in Finland and a growing international presence. Aktia Asset Management builds a sustainable future through responsibility and impact across all asset classes, Aktia’s Responsible Investment Policy and Climate Strategy guiding all investment activities.
ATLAS Infrastructure
ATLAS Infrastructure is a specialist investment manager focusing on listed infrastructure companies. The firm has offices in London and Sydney and is backed by Global Infrastructure Partners, the third biggest investor globally in unlisted infrastructure. ATLAS has one of the largest, and most experienced research teams in the infrastructure sector, is a leader in ESG investing and is a founding signatory to the Net Zero Asset Managers initiative.
The firm concentrates on the underlying long-term cash flows of companies through analysis of their component assets, essentially adopting a private markets approach to modelling investment returns.
Berenberg
Berenberg is a privately owned, Hamburg based multi-national financial service group, with a 430 year history of independence. The autonomous and relatively new Asset Management division has become a core focus of the business following the hire of Matthias Born and Peter Kraus from Allianz Global Investors in October 2017. These veteran investors were responsible for building the firm’s Growth Equity franchise over more than 15 years and managed flagship European Growth and European Small Cap strategies. Since joining, Born has cherry picked some of the best talents from the industry to form an equity team that works hand in hand with a dedicated ESG team to deliver integrated quality growth portfolios across European & Global large and small cap.
Boston Common Asset Management
Founded in 2003, Boston Common Asset Management is a women-led and majority employee-owned investment manager. They are recognised as leader in global impact initiatives and are dedicated to the pursuit of both financial return and social change.
As active, engaged asset-owners, Boston Common use their voice to challenge and influence companies across all industries to re-direct capital, R&D efforts and ingenuity towards a more sustainable world.
DoubleLine
DoubleLine is an independent, employee-owned money management firm with over 135 billion in combined assets under management invested across a wide array of investment strategies. Although DoubleLine was founded in 2009, the portfolio management team averages 22 years of experience and 15 years working together. Their expertise is in Global Fixed Income with a specialism in securitised credit and macro allocation across FI asset classes. Their investment strategies include U.S. Fixed Income, Global Fixed Income, Emerging Markets Fixed Income, U.S. Equity, Commodities, and Global Multi-Asset products.
Konwave
Konwave AG was founded in 2003 to become investment manager of the Multi-partner Konwave Gold Equity fund. Its founders Walter Wehrli & Marc Gugerli, founded Gold 2000 Ltd. (a similar, well known precious metal fund) in 1999 with the intention to provide investors a vehicle to benefit from the coming gold bull market and were joined by current manager Erich Meier in 2012. Konwave AG is regulated by FINMA as an asset manager for collective investments schemes. The firm is physical gold ESG pioneer; has one of the longest, and most impressive track records in the industry, with a particular focus on capturing the upside during gold bull markets.
Nissay Asset Management
Nissay Asset Management is the asset management subsidiary of Nippon Life Insurance Company, one of the top three life insurance companies in Japan. It is a pioneer in ESG investing having become a signatory to UN PRI in 2006 and having integrated ESG factors into its investment processes since 2008. To date, Nissay’s business has been primarily focused on clients in its home market, where it is a leader in fundamentally driven institutional investment strategies. Its culture encourages and promotes independent thinking, and empirically backed investment approaches in a competitive environment, backed by significant in-house research resource.
Sephira
Sephira is a global emerging market equity manager running L/S (variable net) and Long Only UCITS strategies based around a unconstrained, concentrated portfolio of high conviction EM companies. Its experienced investment team, led by Jason Mitra, has worked together since 2013 having spun out of the respected GEM specialist hedge fund Carrhae in 2017. Alongside significant founder capital invested in the firm and funds, the business is fully backed by long-term strategic partner Capitalworks Investment Partners, an independent Emerging Markets alternative investment firm founded in 2006.
Snyder Capital Management
Snyder is an established US (San Francisco) based equity fund management boutique. They have a well-established institutional client base and exceptionally high alignment of interests with clients as an employee owned company, having spun back out of Natixis in 2015. The firm has a fiercely investment focused culture where dissent in the investment debate is a prerequisite and helps ensure idea meritocracy. The two longest standing analyst/PMs have worked together at Snyder for 14 years and were joined by two additional senior (and one junior) analysts over the last 10 years. The team has both significant financial and direct practical industry management experience.
Thornbridge Investment Management
Thornbridge provide investment management services to UCITS funds and is the investment manager for the Thornbridge Nissay Japan Contrarian Value Equity Fund. Thornbridge firmly believes that the asset management industry needs to think harder about strategies, work closely with governments and focus its efforts on financing the right projects and advocating the right policies. Asset managers have become more vocal about dropping stocks that fail to address environmental issues but companies do not disappear because managers decide not to own them.
Twelve Capital
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.
Westfield Capital Management
Westfield was established in 1989 with a 34-year heritage of specializing in U.S. growth equity investing. Since inception, assets under management have grown from $130 million to over $14.6 billion as of March 31, 2023. Westfield has 59 employees and operates one office located at One Financial Center in Boston, Massachusetts. They offer a variety of domestic growth equity products across each segment of the capitalization spectrum, including US Small Cap, SMID, Mid, Large, All Cap and Sector/Thematic strategies.
Japan Distribution Partners
Cheyne capital
Cheyne Capital was founded in 2000 by Jonathan Lourie and Stuart Fiertz. Since then, the Cheyne team has grown and now encompasses over 170 highly dedicated, experienced professionals from a broad range of backgrounds and experiences. Cheyne invests across the capital structure, from credit to equity, in both corporate and real estate assets. Research-driven, fundamental investing is at the heart of everything Cheyne does. Dedicated investment teams are fully focused on their respective investment strategies. Cheyne Real Estate is one of Europe’s leading providers of real estate finance, offering innovative lending solutions across the capital structure. In affordable housing, their impact real estate strategy focuses on the development of new homes within tenure blind schemes to create sustainable, integrated communities.
Foresight
Foresight was founded in 1984 and has three core investment divisions – Sustainable Infrastructure, Private Equity and Foresight Capital Management. They target attractive returns from hard-to-access private markets for institutional and private investors. Sustainable infrastructure – their real assets investment strategies focus on all forms of renewable energy and waste projects, as well as batteries, reserve power and interconnectors. In addition, they operate transport businesses, social infrastructure, broadband companies and natural capital. Private Equity – they partner with smaller companies to help them achieve their objectives and create long term sustainable growth. Foresight Capital Management – the team and investment approach were established in 2017 to facilitate retail and institutional investors accessing real assets and sustainable investment opportunities through actively managed open-ended funds investing in listed securities capital. They currently manage five funds including FP Foresight Infrastructure Income Fund, FP Global Real Infrastructure Fund, FP Sustainable Real Estate Fund, Foresight SICAV and a sub-advisory mandate.
Guinness Global Investors
Guinness Global Investors is an independent active fund manager based in London. The firm was established in 2003 by Founder and Chairman Tim Guinness. The firm manages approximately $6.5bn in AUM and is 100% employee owned. They have an impressive and experienced investment team which combines ESG integration and stewardship throughout the investment process.
Hardman Johnston
Hardman Johnston Global Advisors is an independent, global equity boutique investing in high-quality growth companies at value prices. For over three decades, they have followed a focused and disciplined investment process with a goal of building concentrated, high-conviction portfolios. Hardman Johnston are a largely hidden manager, despite managing >$6bn. They have historically had an extremely conservative approach to marketing and are selective in the clients they work with.
Hotchkis & Wiley
Hotchkis & Wiley is headquartered in Los Angeles and has built its reputation through the US since 1980. It was founded by John Hotchkis and George Wiley and has a rare combination of industry experience and tenure at the firm. The firm has 24 investment professionals with 24 years average experience, and 17 years on average at H&W. The firm has c.$30bn in AUM and is majority employee owned. Hotchkis & Wiley has managed socially responsible strategies since 1993. In 2013, they became a signatory to the UN-supported Principles for Responsible Investment, a voluntary framework for incorporating ESG issues into investment decision-making and ownership practices.