Egerton John Wood

Provides investment advisory services

AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.

Acts as Closed-End Investment Fund/Investment Trust

AIM is an active, benchmark-aware manager which seeks to outperform the market and produce long-term returns. The firm is a socially responsible manager which regularly gives a fixed proportion of revenues to the Artemis Charitable Foundation. Fund managers make independent decisions and pick stocks which seek sectors and companies that are going through change and that have the potential to be reassessed by the market. The firm’s fund managers utilize an internal and external rese arch which aims to identify undervalued stocks.