James Andrew

JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets.

Provides brokerage services

HFAME is an activist investment manager which invests primarily in European equity. The firm manages a concentrated portfolio of stocks from the Euro zone, Norway and Switzerland. They evaluate their performance against the FTSE World Series Europe Total Return Index. The firm performs in-house fundamental research complemented by third-party sellside research, and targets stocks for which they predict a value upside of at least 20 %. Investment criteria include an evaluation of the upside potential and of the feasibility of effecting change through shareholder involvement, a quantitative assessment of earnings, cash flow and projected return on investment as well as an analysis of the strategic position. HFAME gets actively involved in the management of their portfolio companies. Fund managers routinely meet with a company's executive and non-executive directors and with other shareholders to try to advocate change from within the company, in areas such as board composition and structure, corporate strategy, capital structure or governance.