Catriona Hoare

NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process.

Acts as Closed-End Investment Fund/Investment Trust

Functions as a College/University

Operates as securities and investment educational institute

VIM is an active, long-term manager which aims to protect and grow the purchasing power of capital over time. The firm follows the Veritas Real Return Approach, built on the founding principles of real returns and partnership, to analyze all potential investments from an absolute basis, constructing portfolios without reference to any benchmark or index.

Navera Investment Management is an active manager that invests in liquid global equities and bonds on recognised global stock exchanges.