Jason Paul Toole

RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.

Taylor is a long-term, research-driven manager with a thematic investment process which believes that specific themes are responsible for the outperformance of particular assets and seeks to identify the most relevant themes with appropriate timescales. The tracking of themes forces the constant re-evaluation of broader market conditions and means that fresh ideas are filtered into the investment process. The firm's thematic approach and fundamental analysis is designed to blend macroeconomic analysis with focused stock and sector research. They are neither value nor growth biased, but think about the various aspects of wealth preservation, wealth creation and income generation. They manage a range of highly focused, tailored mandates as well as broader mandates that involve a multi-asset class approach and more generic benchmarks. Taylor offers a range of different investment approaches including defensive, income generative, balanced, growth and opportunistic that combine cash, bonds, equity, real estate funds, private equity, structured products and hedge funds.