James Andrew Harding

Vermeer aims to deliver consistent performance through the combination of intellectual rigor and creative opportunism. The firm’s portfolio focuses on finding the companies that they believe will thrive in an ever-changing technological world and will reflect the evolving needs of the global population. Healthcare, lifestyle, and robotics are typical examples of sectors of the market that they research to try to discover long-term winning investment ideas. Their portfolio is typically concentrated, with between 30 and 60 investments that will be made on a long-term basis. However, strong sell discipline is at the core of their strategy, and they intend to actively review companies in our portfolio that live up to their high expectations.

Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics.

CAM invests in multi-asset fund of funds primarily in global equities, fixed interest and cash. The firm's objective is to deliver a balance of income and capital growth. To offer protection on the downside, they also invest in alternative assets such as property, hedge fund of funds, and structured products. They benchmark against the FT APCIMS balanced index