Rosie Bichard

Lofoten is an active, long-only manager which utilizes a bottom-up stock picking approach to invest in companies which they believe to be fundamentally undervalued. Their investment approach is highly selective, focusing on corporate value based on cash flow (operating cash flow, free cash flow and earnings before interest and tax depreciation and amortization “EBITDA”) and the quality of the companies’ business models, rather than changes in earnings per share. The firm aims to construct a pan European equity portfolio, investing in a select number of companies with high levels of free cash flow, undervalued growth and strong market positions.

Provides asset management services

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process.