David Sheppard

Provides brokerage services

Guinness specializes in long-only equity funds and private equity investments. The firm is a value (or growth at reasonable value) investor that combines strategic sector selection with a fundamental screening process to identify stock opportunities. Active management, high conviction and identifying value are the central pillars of their philosophy and they are delivered in concentrated portfolios.

Liontrust IP is an active manager which seeks to find investment opportunities that can sustain or improve their market share over the long-term. The firm’s investment approach is rooted in fundamental, bottom-up research and independent analysis. Investment opportunities are considered by and then debated within the investment team against several macro and micro factors.

Hadron Capital aims to deliver consistent, risk-adjusted absolute returns to investors through all market conditions. The firm’s Hadron Alpha Select Fund employs a multi-asset class approach focused on an event-driven strategy offering exposure to corporate events, mergers, restructurings and other special situations with presence of catalysts to unlock value. The Hadron Alpha Merger Arbitrage Fund has a selective and dynamic focus on M&A events and aims to identify mispriced opportunities in equity markets with a broadly market neutral approach.

Occam is an active manager which believes that managing risk is critical to the performance of their funds. They tailor risk controls to each fund and subject them to independent monitoring and compliance. They employ a Risk Analytics system to ensure that all limits are maintained. If any limits are exceeded, the CEO decides what course of action to take. The firm offers traditional and alternative investment strategies, including an umbrella fund of UCITS III strategies, traditional relative return funds, absolute return funds, a European long/short hedge fund and a fund of their own funds for professional investors across Europe and Asia.

Goodhart is an active, long-term manager that offers a range of strongly differentiated investment strategies and utilizes a fundamental, research-driven approach to investments. The firm seeks to meet the needs of pension funds for specialist, high performance investment strategies by focusing their attention on strategies which are generally overlooked by investment consultants, but which offer exceptional returns.

Functions as a College/University

Goodhart Partners LLP (Private Equity) invests in companies located in the United States and Europe. The firm focuses on companies operating in the technology, healthcare, and digital media sectors. They provide financing for early stage capital requirements.