Gerald Hubert Holtham

Acts as Closed-End Investment Fund/Investment Trust

AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.

Cadwyn Capital targets consistent sources of alpha in liquid markets. The firm seeks to deliver positive investment returns with a focus on minimizing drawdown risk. They aim to deliver this profile consistently, not only as a long-term average. Cadwyn Capital takes an analytical approach to investment management. Using robust risk management, they aim to limit portfolio drawdowns while targeting consistent positive returns with low correlation to traditional markets.

Provides financial services

Operates as an international organisation that works to build better policies for better lives