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.
Cadira Capital Management
Cadira Capital Management is an investment management company established in Japan in 2022, with the mission of “Connecting the Investment Chain and Beyond”. They are a single strategy pure play Sustainability boutique and run by a leading Japanese sustainability Portfolio Manager, Yu Shimizu. They manage the Japanese equity investment strategy with the aim of solving global environmental and social challenges while delivering high quality returns for our clients. Cadira is a word meaning ‘chair’, reflecting their desire to always have a place for stakeholders.
Concise Capital
Founded in 2004 by Glenn Koach and Tom Krasner, Concise Capital is a Miami based hedge fund manager that specialises in absolute return seeking short-term, high-yield credit strategies. With $635 million in assets under management (split between UCITS and Separate accounts), Concise targets under-followed, smaller bond issues with maturities of under four years, leveraging market inefficiencies for a pick-up in risk adjusted yields. Concise manage the Concise Short-Term High-Yield Credit strategy which focuses on finding value in an inefficient part of the high yield bond market. The result is a portfolio that generates high current income while minimizing credit risk, lowering volatility, and adding diversification. They look for value in underfollowed, tradeable high yield issues that turn into cash within three years.
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.
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.
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.
Vigama Capital
VIGAMA Capital is fundamental long short equity hedge fund strategy with a unique top down approach founded in 2024 by an experienced team of investment professionals from Pictet Asset Management and Capital Fund Management. Vincent was a founding member and Portfolio Manager of the Agora Equity hedge fund at Pictet, where he was for 12 years (managing in excess of $2 billion AUM). The strategy is developed markets focused (bias to Europe), with limited / low net exposure (±10% net 70%+ of the time) and blends a discretionary top-down macro approach with bottom-up fundamental views.
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.
Resolution
Resolution Investors is a London-based climate-focused equity investment firm, founded by a team of six experienced investment professionals, including four former partners of Generation Investment Management. The team’s Global Equity strategy is framed through the lens of the climate transition megatrend which they believe can’t be ignored as it offers huge opportunities and risks for all investors in coming years. Resolution is independent, founder-owned and run, and their focus on quality and diversification helps it avoid the shortcomings of other climate-conscious funds.