Caledonia Investments generally employs a single long-short global equity investment strategy across all clients. Their investment objective is to seek high absolute returns over a long term horizon by investing on a long/short basis primarily in corporate equity securities, predominantly listed securities, and related instruments in global markets. The firm intends to achieve this investment objective by focusing on stock picking and deep fundamental research with respect to smaller issuers whose equities the firm believes the markets are generally less efficient in pricing to drive alpha. Generally, detailed bottom-up financial modelling is conducted on an individual issuer basis in an attempt to understand the driver and magnitude of such issuer's earnings advantage. The firm typically takes a three- to five-year view when making an investment on the long side, and a one- to two-year view on the short side. Caledonia Investments is typically not limited as to the variety of instruments it may deploy but client portfolios would generally include: listed equities, unlisted equities, swaps and other derivatives, options, futures, forward foreign-exchange contracts and fixed income securities.

Baillie Gifford is an active, team-oriented, research-based manager which is completely focused on delivering long-term returns. The firm's investment philosophy focuses on growth while their universe is global. They employ bottom-up conviction to portfolio construction. Their diversified strategies maximize investment opportunities, aiming to achieve steady returns. For equities, Baillie Gifford's analysts conduct qualitative, fundamental analysis to identify the most competitive, innovative and efficient growth companies. For multi-asset strategy, the firm invests in various asset classes such as listed equities, property, high yield credit, commodities, emerging market government bonds and insurance linked securities. For fixed-income, Baillie Gifford invests in government bonds and currencies, emerging market bonds, investment grade and high yield.

PCM seeks to maximize after-tax capital appreciation by assuming high levels of risk in an aggressively managed portfolio of securities. There are no restrictions on the type of instruments in which they may invest, although PCM invests primarily in publicly traded equity securities, as well as options, warrants, and swaps related to equity securities. The firm makes investment decisions on the basis of fundamental security analysis which is premised on research into the capital structure, financial statements and management of a company. Portfolio managers conduct such research by reference to, among other things, regulatory filings by issuers, data provided by regulatory agencies, discussions and meetings with executives and industry experts, periodicals and on-line news sources, third-party research and independent data providers. After the research, portfolio managers will form the basis for investment decisions through the judgments about the financial strength, valuation and outlook of a company.

Co-Founder at NextView Management Company LLC

Co-Founder at Gear.com