Coats Group Plc

Liontrust IP is an active manager which utilizes tested investment processes consistently applied across their range of funds. As a result, investors benefit from the same portfolio when investing in their economic advantage process, cash flow solution process, Asia process, macro-thematic process, credit process or their multi-manager process. The firm’s economic advantage process evaluates listed UK companies for durable economic advantages such as intellectual property, a distribution channel or repeat business. Their cash flow solution process measures cash flow relative to operating assets and enterprise value and they construct portfolios using the combined measure to identify the top quintile stocks.

Kempen Capital Management is an asset manager with a long-term investment worldview combined with a thorough analysis and experienced ESG team allows them to leverage their fully integrated active ownership approach as a means to consistently encourage positive change. They engage with their investees on strategic, financial and ESG topics to implement their vision. The firm is able to contribute to the development of principles and standards of corporate responsibility at the companies that they invest in through this process of integrating material governance and sustainability factors in their investment decisions and constructive engagement. Their selective strategies include private markets, real estate, infrastructure, small-caps, sustainable value creation, high dividend equities, hedge fund solutions, euro credits and government bonds.

FTIM is a value-oriented manager which uses a bottom-up approach. They specialize in European fixed-income and equity investments, examining the traditional measures of value, with emphasis on a company's current price relative to its future earnings potential, typically within a five-year horizon.The firm's analysts seek stocks they believe are underpriced relative to their future potential and submit them for peer review before placing them on the 'Bargain List', a central point of the firm's investment process.Original research is a key element of the FTIM's investment approach. Their network of external research sources and in-house analysis forms their proprietary research database. The firm performs fundamental research, regularly visiting with company management.The firm invests across all major asset classes, including global, regional, and domestic equities, fixed-income, real estate and alternative investments, available through pooled funds and segregated accounts.