Peter H. Cooper

Walker Crips-IM is an active, income and growth manager which aims to achieve appropriate, regular, real returns. The firm balances income and growth to identify assets. They evaluate global macroeconomic issues to highlight potential opportunities, then evaluate and analyze prospective asset classes, countries, sectors and themes. Walker Crips-IM utilizes quantitative analysis, external research and internal review to identify opportunities that represent real value.

SIM is a long-term, active GARP-oriented manager which seeks to provide long-term capital appreciation by investing in a mix of equity and fixed-income securities within global markets. The Fund's benchmark is the Morgan Stanley World Free Index. The firm constructs a balanced international portfolio aiming for long-term growth by investing in companies with prospects for capital growth and managing risk through geographic and industrial diversification. SIM utilizes top-down and bottom-up approaches to select investments with the most defensive merit. Their top-down research identifies the sectors on which to focus in order to determine the extent of sector allocation. They use bottom-up analysis to review and select individual securities. The firm believes that the combination of approaches allows them to select securities offering good growth prospects at reasonably valued prices.