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Arcus Investment

Arcus Investment was founded in 1998 and headquartered in London, with offices in Tokyo and Kuala Lumpur. Arcus is a disciplined value investor employing a blend of multi-factor quantitative scores and thorough fundamental analysis to effectively pinpoint substantial mis-pricings in Japanese equities.

Balance Legal Capital

Balance Legal Capital is a team of litigators who manage funds focused on commercial litigation and arbitration funding in the UK, Australia, and other common law jurisdictions (ex. USA).

Founded in London in 2015, they have extensive disputes experience from the world’s leading litigation firms and a deep network in the business and legal community, offering uncorrelated return streams to their partners and facility access to justice to those they back.

C Worldwide Asset Management

WorldWide is a high conviction Global and International equity manager founded in Copenhagen, Denmark, in 1986.

Their mission is to invest in sustainable compounders with a long-term horizon, backed by thematic tailwinds, holding a maximum of 30 businesses in their portfolios.

Elephant Asset Management (EAM)

Elephant Asset Management is SMID cap EM equity specialist founded in London in 2016. The three-person investment team run a concentrated portfolio of 15-25 businesses in eight select countries in Africa and Asia, focused on proprietary, on-the-ground research.

*Please note EAM does not have a website

North of South Capital

North of South Capital LLP was established in 2004 as a Global Emerging Market Equity specialist fund manager. The firm launched its flagship offshore hedge fund in November 2004.

Since 2011 the firm has been managing a long only strategy in UCITS format. This is accessible via the Pacific North of South EM All Cap Equity Fund as well as through separate managed accounts for institutional investors.

Both strategies share the same investment philosophy but offer differing implementation and structure.

RCP Advisors

RCP is a private equity sponsor with an exclusive focus on the US lower middle market buyout subsector of private equity.

Since inception in 2001, they have managed ~$14bln in committed capital across their primary, secondary and co-investment funds. With 56 people on their team, they believe they are one of the largest teams dedicated to this part of the PE market.

Select Equity Group

Select Equity Group (SEG), founded in 1990, is an employee-owned firm managing approximately $40 billion. SEG focuses on rigorous fundamental research and disciplined investing, identifying high-quality businesses with sustainable advantages.

With a 79-member Research Team, SEG operates discreetly and independently of external research influences.

Sustainable Growth Advisers

Sustainable Growth Advisers (SGA) is a growth equity firm specializing in managing high-conviction U.S., global, international, and emerging markets portfolios.

The firm was founded in 2003 by George Fraise, Gordon Marchand, and Robert Rohn. SGA has grown from managing a single portfolio, U.S. Large Cap Growth, to managing an additional six global and international portfolios.

Tangible Investment Management Ltd

Tangible Investment Management Ltd was founded by Jonathan Y. Tanne CFA CA in 2012 to manage a segregated global partner Investment Mandate for a family office.

TIM is a long-only, global, high conviction portfolio of undervalued and under-researched businesses.

TIM’s approach is concentrated, value based, bottom-up, deep research, size and sector agnostic, long-term buy and hold investing.

Venrex

Venrex is a UK-based Venture Capital firm, established in 2002, that backs creative Founders to launch and build innovative businesses where consumer industries are impacted by technology.

Vulcan Value Partners

Vulcan Value Partners is an independently owned boutique founded in 2007 based in Birmingham, Alabama.

Vulcan are value investors that do not look for cheap stocks – the investment team employs a disciplined approach to uncover value in high quality businesses, building concentrated portfolios of 20-40 names and investing with a five year time horizon.