Calum James MacMahon Graham

CTAM is an active manager that performs in-house research, strategic analysis, and risk modeling to reach decisions. The firm conducts company visits as one of the key areas of their research. The firm is a self-described 'multi-boutique' that is organized into small teams that follow specific products. They offer funds investing in a range of assets such as real estate, equities, fixed-income, and multi-manager. CTAM provides a variety of alternative, ethical, lifestyle, and investment trust strategies.

Functions as a unit investment trust

Cheyne seeks to generate above-average, risk-adjusted absolute rates of return for clients. Central to their investment methodology is the combination of fundamental analysis with a pro-active approach to trading. The flow of timely and actionable information is enhanced by the close integration of portfolio managers, research analysts and Cheyne's independent risk management team. The firm invests across the capital structure, from credit to equity, in both corporate and real estate assets.

SHCM utilizes a top-down combined with a bottom-up approach which focuses on absolute returns through a range of investment strategies. They seek to generate alpha through a long-only approach. They asses a firm's valuation and analyze sector and geographic influences. They endeavor to enhance returns and mitigate risks of their regional equity funds by applying leverage. SHCM may utilize protective strategies using cash and derivative overlays but eschews short positions. They tend to take a long-term bias in the small- to mid-caps in their Asian and Japanese funds. Their joint closed-end fund invests in a mix of public and private equity in addition to special situations. They target a range of sectors such as oil and gas exploration and production, metals and mining, consumer-related, telecommunications, financial services, transport and logistics, as well as business services.