Andrew Tickell

Ninety One NA offers a range of equity, fixed income and quality strategies which has its own specific investment philosophy. The firm analyzes potential investments internally, but they also incorporate third-party research. They employ an active, bottom-up investment approach in which thorough fundamental analysis is key to every investment decision.

Sanlam UK is an active, flexible and pragmatic manager which believes that market inefficiencies exist and looks for pricing anomalies created by short-term volatility. They focus on fundamental intrinsic valuation for invested capital over the long-term. The firm's investment process is driven by bottom-up stock-picking based on the fundamental factors that shape share prices such as cash flow returns and valuation. Portfolios are constructed following their high conviction approach and are either a strategic or a tactical holding.