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Arcus Investment

Arcus Investment was founded in 1998 and headquartered in London, with offices across Asia. 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

BLC 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).

They have extensive disputes experience from the world’s leading litigation firms, strategic and financial expertise, and a deep network in the business and legal community.

C Worldwide Asset Management

C 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.

Sustainability and ESG are at the firm’s core having run SRI and ESG strategies for over 20 years.

Elephant Asset Management (EAM)

EAM invest in publicly traded small-/mid-cap stocks in emerging markets. The investment approach is deeply fundamental, based on in-depth, on-the-ground due diligence.

The team invests in a maximum of 25 companies in countries across Asia and Africa; companies that are typically at an early stage in their lifecycle and that are building a sustainable moat around their business models. Social and environmental responsibility, as well as good corporate governance, are critical attributes in the team’s stock selection (EAM does not invest in extractive industries).

The EAM team is headed by Christina McGuire who has 20 years’ experience in investing in global equity markets. Christina started her career as a medical doctor in various emerging markets before joining Goldman Sachs Asset Management where she worked first as a research analyst, then portfolio manager for 10 years.

*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 its inception in 2001, RCP has managed approximately $13 billion in committed capital across primary, secondary, and co-investment funds. With a team of 55 people, RCP is considered to be one of the largest teams dedicated to this segment of the private equity 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.

In March 2018, TIM opened a Cayman fund (Tangible Segregated Portfolio) for external investors with a similar long-term valuation-based investment philosophy looking to compound capital.

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.

Victory Hill

Victory Hill are a specialist investment firm targeting direct private equity & infrastructure equity investments, in sustainable energy globally.

All investments are sustainability oriented, and all activities support the UN Sustainable Development Goals, with the aim of facilitating an orderly energy transition to a Net Zero Carbon future.

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.