Ryann Dean

Aylett & Co. Fund Managers is an active, high conviction investor and manages portfolios invested in equity, bonds, real estate and money-markets, both locally and abroad, with the bulk of investments in off-shore equity and a bias towards US large-caps.

CAM is an active, fundamental research-based manager with a long term-driven investment approach. The firm’s investment expertise extends across asset classes and geographies, with an emphasis on equities and multi-asset funds in global emerging and frontier markets. They aim to identify mispriced assets trading at discounts to their long-term business value (fair value). Their focus is on through-the-cycle normalized earnings or cash flow. CAM uses a bottom-up stock selection approach with a disciplined evaluation of company fair value based on extensive fundamental research. They buy shares at significant discounts to their assessment of long-term fair value and sell them as they approach fair value.