Rebecca Sly

JOHCM is an active investment manager that specializes in high conviction, active equities management. The firm offers their investment expertise in Global, International, Emerging Markets, Asia-ex Japan, and International Small-Cap equities. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis.

NB Europe is an active, long-term manager which fosters an investment culture of fundamental research and independent thinking. They have no house view and promote an investment culture built on active, risk-disciplined strategies. Their investment focus is global, with a focus on the US, Europe and emerging markets. The firm conducts in-house fundamental analysis with bottom-up and top-down approaches to make investments. Their investment approach is based on a disciplined, risk-focused process.

Carmignac UK is an active manager which aims to provide consistent returns and low volatility for investors. The firm is a bottom-up investor which aims to generate strong performance in their European products and to contribute their expertise to the overall Carmignac asset allocation strategy. They seek to utilize their experience in long-short management to perform in all market conditions. Carmignac UK aims to identify long-term trends in the world economy, such as technology, emerging markets and commodities, and find the best way to invest in them.