Savills 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.

Heronbridge is an active, long-only, value-biased boutique which employs a long-only equity approach, covering both large and small-cap companies without reference to company or industry sector size, aiming to achieve returns meaningfully ahead of inflation, and of equity markets in general.The firm constructs a wholly unconstrained portfolio with no reference to a benchmark. They are bottom-up stock pickers which conduct in-house, fundamental research to identify a select number of attractively-valued, credible businesses which they believe offer the best potential long-term investment returns. Their aim is to grow the intrinsic value of the portfolio (measured by earnings, dividends and net assets) on the basis that share-price performance will reflect the progress of these metrics over time.Heronbridge is a specialist in identifying undervalued stocks and combining them in a diversified portfolio. They aim to maximize long-term returns by thinking as owners of businesses, focusing on maximizing the portfolio’s underlying cash generation and maintaining a fully-invested portfolio at all times, with no borrowing or short selling.

EIM focuses on companies that have a few capital assets from diverse geographies and can generate good return on capital indefinitely. The firm invests their clients’ savings alongside with their own. They undertake undertakes a detailed statistical and quantitative analysis of the markets, and constantly monitor the valuations and fundamental performance of the companies they follow.

Vice Chairman at Savills Studley, Inc.