Glencore Plc

Harris uses a value investment philosophy in selecting equity and equity-like securities of US and non-US issuers. The firm's investment philosophy spans across large, mid and small-cap companies. In addition, Harris may hedge a client’s exposure to direct or indirect foreign currencies. In constructing portfolios for their clients, the firm seeks out companies that they believe are trading in the market at significant discounts to their underlying value. Harris uses a bottom-up approach focused on individual companies, rather than focusing on specific economic factors or industries. They generate their research ideas from a variety of internal and external sources. The firm’s research process seeks to identify companies selling at a discount to its estimate of intrinsic value.

Dodge & Cox employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their investment decisions are made by a team of seasoned investment professionals. The firm’s approach stresses an evaluation of risk relative to opportunity and they seek investments that they believe are undervalued by the market.

Allan Gray seeks to buy shares that are undervalued and sell them when the firm thinks they have reached their worth, regardless of popular opinion. As an active and value-oriented manager, they aim to deliver superior long-term performance at lower levels of risk by making investment decisions based upon proprietary, fundamental research. The firm invests in a range of equity, fixed interest and multi-asset mandates across Africa. Their flagship long-term unit trust - Allan Gray Balanced Fund is suitable for investors that are looking for steady, long-term capital growth with moderate fluctuation that ideally invest for at least three years.

Member at United Kingdom House of Lords