Tom Wells

Ninety One UK is an active investor which aims to help their clients achieve their long-term investment goals. The firm offers a range of equity and emerging market fixed income strategies. Generally, their investment teams use standard methods of analysis.

Sanlam UK is an active, flexible and pragmatic manager which believes that market inefficiencies exist and looks for pricing anomalies created by short-term volatility. They focus on fundamental intrinsic valuation for invested capital over the long-term. The firm's investment process is driven by bottom-up stock-picking based on the fundamental factors that shape share prices such as cash flow returns and valuation. Portfolios are constructed following their high conviction approach and are either a strategic or a tactical holding.

Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings.