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 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.
Breckinridge Capital Advisors
Breckinridge Capital Advisors is a certified “B Corporation” and are a pure-play ESG fixed income boutique, specialising in defensive, multi-sector Investment Grade mandates. Founded in 1993, Breckinridge are 100% employee owned, manage $46bn in AUM and have 85 employees across offices in Boston and San Diego. They offer a high degree of segregated mandate customisation with the ability to facilitate bespoke ESG guidelines and Net-Zero aligned carbon transition mapping. Breckinridge have an industry leading approach to ESG-integration in fixed income, utilising highly innovative, proprietary ESG datasets. They have experts in active engagement as well as issuers and well-recognised “thought-leaders”.
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 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 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.
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 $11 billion of AUM.
Stonehorn Global Partners
Stonehorn Global Partners is a boutique asset manager specialising in Asia ex Japan equities. The founders Sam Le Cornu, Duke Lo and John Lam have worked together for over 12 years, previously at Macquarie’s Asian Listed Equities Division, which grew to a multi-billion-dollar franchise. They founded Stonehorn in 2018 to fully focus on their unconstrained All Cap Asia ex-Japan equities strategy with a strong alignment of interest to their investors. They are an active, high conviction manager focusing on fundamental bottom-up stock selection and strict ESG criteria. Based in Hong Kong the team benefits from a balanced perspective, leveraging their local heritage, language skills and network paired with western educations and investment philosophy.
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.
Capital Four is a leading European credit asset management boutique, it has EUR 14 billion of AUM with strategies including High Yield, Leveraged Loans, Private Debt, Multi-Asset Credit and Structured Credit. The founding members of Capital Four were among the pioneers in European Credit and High Yield markets. The foundation of the firm’s investment process were established in 1999, Portfolio Managers have on average more than 20 years of experience and have produced an award winning track record within European High Yield management.