Asif Jeevanjee

Provides investment advice

Cedar Rock is an active, long-term manager which follows a long-only, buy-and-hold global equity strategy that seeks to minimize frictional costs and to defer capital gains by investing only in quoted companies they believe are capable of compounding in value indefinitely. In selecting companies appropriate for long-term investment, they utilize strict bottom-up approach emphasizing quality, value and managerial character. The firm seeks companies capable of sustaining high returns on capital without requiring financial leverage.

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.