Stephanie Niven

Ninety One UK is an active investor which aims to help their clients achieve their long-term investment goals. The firm offers a range of equity and emerging market fixed income strategies. Generally, their investment teams use standard methods of analysis.

AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.

TPI is an active, long-term manager which targets annual returns between 6 and 7 per cent and will also invest passively in markets where adding value is difficult. They manage approximately two-thirds of the portfolio internally and the remaining third externally. The external managers will be utilized to add value and diversify within asset classes where they lack in-house expertise, such as in distressed debt, high-yield bonds, hedge fund allocations, venture capital, real estate and equity market investments.

Provides Investment Advice

GSAMI typically employs a bottom-up approach to select stocks and base investment decisions on research derived from an understanding of local economies, the development of global relationships, face-to-face meetings and local insights. They invest in a variety of instruments including fundamental equity, quantitative equity, fixed-income, money market and alternative investments.