Sam C. Adams

Vert Asset Management's evidence-based approach focuses on the metrics within environmental, social and governance (ESG) criteria that research has shown to be most material for real estate companies. They evaluate companies based on Key Performance Indicators most relevant to their business in the real estate sector. Only companies with a demonstrated commitment to sustainability qualify for the portfolio. Companies that have a history of controversy, are inadequately prepared for climate risks, or that operate in certain business lines, are disqualified. The firm uses a long-term buy and hold strategy and maximizes diversification to try to lower uncompensated risks. Companies are held at approximately market cap weights to reduce turnover.

Dimensional UK is a value-oriented manager which offers a range of equity and fixed-income strategies that aim to achieve above average returns. They construct diversified portfolios using strategies combining the broad diversification, low cost and reliable asset class exposure of passive strategies that seek to add value through engineering and trading. Their funds are coordinated by models of risk and return. Dimensional UK primarily utilizes fundamental analysis with limited technical analysis.