Robin Marc Dunmall

Alken is a European equity specialist boutique whose investment philosophy is to consistently maximize long-term shareholders’ returns. The objective of the firm is to build a diversified product portfolio that aims to address different investors' risk profiles. The firm manages European equity portfolios and focuses on companies with a combination of high or growing ROCE and sales growth potential. They believe long-term outperformance is best achieved through stock-picking and portfolio construction skills. Alken monitors equity market valuations as a comparison to their stock-picking analysis.

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.