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.
Devon Equity Management
Devon Equity Management is an independent fund management company regulated by the Financial Conduct Authority.
Devon invests in European equities on behalf of a FTSE 250 investment trust (European Opportunities Trust PLC), a Luxembourg SICAV (Devon Equity Funds RAIF) and institutional investors.
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. She ran a similar strategy to EAM at her previous fund.
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 is a private equity sponsor with an exclusive focus on the US lower middle market buyout subsector of private equity.
Since inception in 2001, we have managed ~$13bln in committed capital across our primary, secondary and co-investment funds. With 55 people on our team, we believe we are one of the largest teams dedicated to this part of the PE market.
Red Gate Asset Management
Red Gate Asset Management is an independent investment manager focused exclusively on China’s equity markets.
Red Gate’s guiding principles have always remained the same – utilise our extensive understanding of the China markets to offer the best investment expertise and service to clients wanting to capture China’s economic growth by constructing portfolios of outstanding businesses that will provide long-term alpha for their clients through multiple market cycles.
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.
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.