Callum Mark Wells

Castlefield primarily manages investments in UK equities, with all non-UK investments subcontracted to external specialist managers via collective funds. The firm define their investment approach as core, pragmatic and flexible, with expertise concentrated on UK stock picking and asset allocation for multi-asset portfolios. They apply a common strategy to segregated and pooled funds.

Brown Advisory employs a bottom-up, fundamental research approach in security selection and seeks to provide clients with long-term capital appreciation by actively selecting securities for investment in concentrated portfolios. For the majority of their clients, they provide a balanced portfolio management solution. This combines direct investment in equities and fixed income as well as alternatives and private equity and investments via outside managers through an Investment Solutions Program.