Hugo Squire

SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM).

Muzinich & Co. is a long-term investor which aims to generate attractive and risk-adjusted returns. The firm manages dynamic portfolios based on both fundamental and relative value considerations. Their funds target income generation and long-term capital appreciation with limited volatility. They conduct their own in-depth, bottom-up research in making investment decisions and look at the strength of a company’s business plan, its management, its history and its viability in different economic environments. In order to minimize or avoid defaults and credit impairments, Muzinich & Co. looks for bonds for which the market is mispricing risk and constantly assesses relative value and dynamically adjusts portfolios as risk-return profiles change.