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Invesco Perpetual constructs portfolios based on in-house research aiming to identify the investment opportunities most likely to provide the strongest long-term returns. They believe that shareholder activism is fundamental to good corporate governance and while they do not intervene in daily management decisions, they do support general standards for corporate activity and, where necessary, take the initiative to ensure those standards are met. They aim at protecting and enhancing value for clients and investors. The firm's fund managers seek to establish a dialogue with company management to promote decision-making which is in the best interests of shareholders and is in accordance with good corporate governance principles including environmental, social and governance matters. Their UK equity team follows a self-described pragmatic approach with no style bias regarding sectors, stocks or market-cap. Their valuation-orientated approach focuses on absolute returns and risk, allowing the portfolio to capture opportunities over time. In addition to high alpha UK equity, the team also manages small-cap equity and benchmark-relative portfolios. Invesco Perpetual 's European equity team follows a flexible, pragmatic approach focused on delivering consistent outperformance against both the index and the peer group. Fundamental analysis and valuation are central to the investment approach, providing a strong investment discipline that ensures that stocks are purchased only when valuations are appropriate. Their fixed-income team manages retail and institutional accounts, combining macro and bottom-up credit analysis to determine investment opportunities.

FM Invest is an active, long-term, fundamentals-based manager which provides strategic and tactical advisory services to clients. They specialize in securities investments, including defensive equities and long European bonds, seeking to achieve returns during financial turbulence and instability.The firm constructs concentrated, high conviction portfolios based on in-house analysis of global financial markets and may make contrarian investments arising from short-term and unpredictable movements in the market.

PCM is a global and international value equity manager. The firm employs an active, unconstrained (all countries, industries and market caps), value-oriented investment strategy. They employ a proprietary five factor global valuation model that produces a ranking of countries from the most undervalued to the most overvalued since country and industry factors have influences on security prices. The investment team conducts detailed fundamental research on the companies identified by the valuation screens. PCM’s research process is almost entirely driven by a world-wide search for undervalued common stocks of well-run companies with sustainable business models that are priced to provide their required rate of return. Most investments are held for three to five years resulting in low portfolio turnover. In the portfolio construction process, PCM seeks to include a broad range of market-caps in the portfolio but does not attempt to override the results of the bottom-up investment process.

Life Peer at United Kingdom House of Lords

Life Peer at United Kingdom House of Lords