Phil Macartney

Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes.

IAML constructs portfolios based on in-house research which aims to identify the investment opportunities most likely to provide the strongest long-term returns. The firm's UK equity team follows a self-described pragmatic approach with no style bias regarding sectors, stocks or market-cap. Their valuation-orientated approach focuses on absolute returns and risk, allowing the portfolio to capture opportunities over time. In addition to high alpha UK equity, the team also manages small-cap equity and benchmark-relative portfolios. IAML’s fixed-income team manages retail and institutional accounts, combining macro and bottom-up credit analysis to determine investment opportunities.

JAM is a high conviction active asset manager committed to growth through investment excellence with a focus on delivery of investment outperformance to clients. The firm’s fund managers employ a bottom-up approach to construct portfolios specializing in UK and European equities, global financials and emerging Europe. They complement their core strengths in equity and multi-manager products with multi-asset, fixed income and absolute return offerings.

Threadneedle AM offers a broad range of actively managed investment strategies and solutions that covers global, regional and domestic markets and asset classes. The firm aims to deliver consistent, sustainable returns for their clients.

Functions as a College/University