Som Bhattacharya

JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets.

Functions as a College/University

RBC BlueBay is an active investment manager partnering with clients to deliver optimal outcomes across asset classes. The firm’s investment expertise is characterized by their specialist fixed income credentials, broad-based equity capabilities, integrated ESG approach and impact investing strategies. They have a global perspective with local expertise in their core markets. RBC BlueBay's investment process combines top-down macroeconomic research and bottom-up microeconomic research.

J. Stern & Co. invests globally in stocks, bonds and other assets that offer quality and value to their clients. The firm aims to preserve and increase wealth by achieving long-term total returns. They pursue a research-intensive approach, seeking long-term real returns across economic and market cycles. Their investments are based solely on their in-house research and portfolio management and are offered through separate accounts and funds.

FILII invests in mutual funds and ETFs.