Rob Lapsley

RAM is an active manager seeking consistent performance to achieve medium- to long-term growth and income. Rather than adhering to a particular style of investment, the firm stays pragmatic and attentive to economic and market conditions. They allocate assets following a top-down strategy based on internal research combined with external sources. The fund managers decide as a team in which countries and sectors to invest. They select stock following a bottom-up approach, seeking companies with fundamental value, sustainable business models, quality management, good market position and products and good cash generation. Their sell decisions result from a rigorous process and are triggered by a significant change in fundamentals or management changes or shortfalls.

CCLA is an active, long-term manager which aims to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. The firm invests in global equity and debt across all market caps, with a focus on UK large-cap growth and value stocks.

Functions as a College/University

Selector is an active investor which aims to capture real earnings per share growth over the long term. The firm’s funds are high conviction, concentrated and index unaware. As a result, their portfolios have low turnover and produce tax effective returns. The firm utilizes a bottom-up stock selection process to identify good businesses selling at a fair price.