Leonard Charlton

Operates as a holding company whose subsidiaries provides investment management services

Dalton Strategic Partnership is an active, multi-strategy manager which focuses on capital preservation. They construct global, conviction-driven portfolios, resulting in portfolios which tend to be concentrated and independent from any specific benchmark. Their investment process combines active, top-down asset allocation with bottom-up stock selection. The firm invests in western developed markets including the UK, the US, Canada and Europe, especially in small- and mid-cap companies. They also have specific regional expertise in Asia.

Polar Capital is a specialist, investment-led, active fund manager which offers a diverse range of funds that are actively managed. The firm selects stocks based on their potential for returns and focuses on management quality, new growth markets, the globalization of major technology trends, exploiting international valuation anomalies and sector volatility.