Investment Managers
The managers behind the funds.
A focused group of specialist active managers, our own team and the external partners we work with, brought together for our clients through a single relationship.
Investment Managers
A focused group of specialist active managers, our own team and the external partners we work with, brought together for our clients through a single relationship.
US small & micro cap equity
Proven specialists in small cap investing, Oberweis backs businesses whose earnings are likely to surprise the market, using a disciplined, repeatable process built on academically documented market inefficiencies. Employee-owned and investing in small and micro caps since 1989.
Global growth equity
WCM looks for businesses whose competitive advantage is strengthening - what it calls moat trajectory - and studies corporate culture as the force driving it. Portfolios are concentrated, high-conviction and global. Majority employee-owned, founded in 1976.
Emerging markets, impact and multi-manager
Alquity’s in-house investment team has emerging markets at its core, managing high-conviction, thematic India, Asia and Future World (global emerging markets) strategies focused on long-term structural growth. Our approach combines deep fundamental research with ESG integration. Alquity also manages the Global Impact Fund, an SDG-aligned strategy, and the VAM Fund, a multi-manager growth strategy investing across the Alquity SICAV range.
Multi-asset
Institutional investment management, made available to individual investors. atomos runs the Cautious, Balanced and Balanced Growth strategies in alliance with WTW, drawing on WTW's global investment research, its manager selection and its risk framework to allocate across equities, bonds and alternatives.