Thierry Haim David Serero

DAM is an active manager which focuses on achieving consistent returns and limiting risk and volatility. They follow a core/satellite approach to manage their global opportunities portfolio. The core consists of fundamental equity and credit positions, supplemented by short- and medium-term, catalyst-driven equity satellites invested in liquid equity, sector swaps and index futures. They conduct fundamental research to generate catalyst ideas which are fed into the firm's quantitative model.

FIA UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. The firm uses a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with attention paid to political, environmental and social issues likely to impact on a company's potential.

Manages funds

Octopus Investments aims to achieve capital growth by investing in diversified portfolio quality smaller UK companies. They believe that the smaller end of the market is becoming increasingly inefficient and seek to identify fast-growing companies at attractive valuations which have the potential to offer investors substantial upside. The firm supports their institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital.

Functions as a College/University

Functions as a College/University

SM&R actively manages discretionary equity accounts with the long-term investment objective of double the capital invested every 5 years. The firm does research on companies off the beaten track, such as small and micro-caps under the radar of mainstream institutions, special situations, and neglected companies. This is a niche investment strategy with high risks and high return potential. The research and stock picking are done by experienced fund managers in the field. Client investments are held in segregated portfolios where the client retains control of the account and has real-time transparency.

Provides investment advice