Peter Townshend

SIM is an active, value-based manager that manages both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds which aims to protect and grow client’s wealth over the long-term. Generally, the firm invests in assets that are trading below their fair value estimate and dis-invest from assets that are trading above the firm’s fair value estimate.

CAM is an active, fundamental research-based manager with a long term-driven investment approach. The firm’s investment expertise extends across asset classes and geographies, with an emphasis on equities and multi-asset funds in global emerging and frontier markets. They aim to identify mispriced assets trading at discounts to their long-term business value (fair value). Their focus is on through-the-cycle normalized earnings or cash flow. CAM uses a bottom-up stock selection approach with a disciplined evaluation of company fair value based on extensive fundamental research. They buy shares at significant discounts to their assessment of long-term fair value and sell them as they approach fair value.

Optis Capital’s fund seeks to invest in good businesses with enticing growth prospects while paying less than fair value. Leverage is seldom used and there is a strong focus on long-term capital preservation.