Michael Nicol

Aegon AM UK is an active, global investor that aims to deliver superior investment performance with an appropriate level of risk for their investors by running high-conviction portfolios. The firm is style neutral and looks for opportunities to deliver returns across all market conditions, rather than tying themselves to a single investment style, such as value, growth or momentum. They offer a range of investment strategies, covering asset classes including fixed income, equities and multi-asset. Aegon AM UK seeks to identify and consider financial, material, environmental, social and governance (ESG) factors into bottom-up research.

GIM is a long-term, specialist, active manager which aims to add value through a 'different' approach. The firm constructs concentrated UK equity portfolios, taking active positions relative to the benchmark while providing adequate diversification. GIM offers Balanced and UK equity products on both a pooled and segregated basis.^The firm's core expertise is UK equity stock selection and they have experience in such other areas as asset allocation, fixed-income securities and selection of unit trusts and investment trusts for exposure to overseas equities.

Functions as a College/University

Provides Investment Advices

CFAME aims to achieve the best investment returns for their clients by offering a full suite of funds across multi-asset, equities, fixed income, cash and absolute return. The firm makes active investment decisions based on a robust three-pillar investment process of macro-economic, valuation and technical analysis. CFAME is dynamic in their approach to asset allocation and stock selection. They are market-focused and style neutral (not tied to any single investment style or ideology).

Midmar Capital’s core business is providing a regulatory incubation and investment management service that enables their clients to commence regulated activities relatively quickly, cost-effectively and within an established and robust compliance framework.

Dundas manages global equity portfolios for long-term, sustainable capital and dividend growth using three equity strategies - Global, International (including ADR) and Global Mid-Cap – all of which follow the firm’s dividend disciplined growth investment approach. The firm seeks to achieve real, after-inflation capital and dividend growth for the portfolios it manages. Their management process rest upon its internally generated investment research which focuses on stock selection.