Patrick Hargreaves

Renaissance uses quantitative analysis, specifically mathematical and statistical methods, to uncover technical indicators that drive its automated trading systems. This analysis is used to construct proprietary computer models that use publicly available financial data to identify and implement trading decisions. The firm uses these computational trading models to seek appreciation of assets through speculative trading in securities-related and futures-related financial instruments.

Provides brokerage services

Bessent manages a global equity fund and a European equity vehicle. Both long/short funds have offshore counterparts and both strategies invest in large-cap stocks. Limited leverage is used. The firm looks for strong returns with low volatility. Neither the global-equity nor European-equity strategies have a particular sector focus.

Provides brokerage services

TCI is an activist, value- and catalyst-driven manager which invests globally in equity for the medium- to long, or even very long-term. The utilize a bottom-up investment process based on fundamental research to target strong business franchises with sound fundamentals. They invest in mid- and large-cap stocks in Western Europe, as well as in North America, Asia and emerging markets. The firm seeks to identify significantly undervalued companies in markets protected by high barriers to entry. They follow a long/short event-driven investment strategy and construct long-biased, highly concentrated portfolios. They typically acquire minority stakes, occasionally using swaps to increase their shareholding positions, and seek alliances among the other minority shareholders to determinedly promote shareholder value creation. TCI is an activist firm and is included in the SharkWatch50 as one the 50 most prominent activist investors. They have been credited for having prevented the takeover of the London Stock Exchange by Deutsche Börse in 2005, and for having facilitated the takeover of ABN AMRO by Royal Bank of Scotland in 2007. They have invested significantly in US railroads and Hong Kong real estate.

PCM is a benchmark insensitive manager which concentrates on European stock selection, following a bottom-up stock picking approach. The firm seeks to invest in companies where the valuation fails to reflect the long-term profitability of the business. PCM's stock-specific approach is intended to generate absolute return opportunities for Modulus Europe. The investment activities are carried out within a robust risk management environment to minimize volatility and to preserve and enhance the investors' capital. The firm also seeks to reduce volatility by exploiting both long and short opportunities

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.

Skagen-IM is an unconstrained, highly active manager which offers a range of equity and fixed income strategies that are guided by their long-term, value-oriented investment philosophy. They aim to achieve the best possible risk-adjusted returns for their clients. The firm looks for investments that are mispriced by the market, but whose value is likely to be recognized in future, and which offer great potential for the risk taken. Skagen-IM’s portfolio managers utilize fundamental bottom-up to select the best opportunities based on their detailed knowledge and proprietary company research.

GMO UK employs a variety of tools in providing investment advice to their clients including, but not limited to, proprietary techniques used to research and evaluate securities based on historical and forecasted financial information, as well as fundamental investment analysis.

Functions as a College/University

Provides forensic accounting research services

Provides investment research

Provides investment research

Provides investment research

SFM UK is an active manager which invests based on analyzing global macroeconomic trends. The firm undertakes private investments in public equity and invests in currencies and index-linked derivatives.

Functions as a foundation or endowment