Matthew John Williams

Carmignac UK is an active manager which aims to provide consistent returns and low volatility for investors. The firm is a bottom-up investor which aims to generate strong performance in their European products and to contribute their expertise to the overall Carmignac asset allocation strategy. They seek to utilize their experience in long-short management to perform in all market conditions. Carmignac UK aims to identify long-term trends in the world economy, such as technology, emerging markets and commodities, and find the best way to invest in them.

MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. Their portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline.

Carmignac is an active manager which employs a long-term investment strategy. The firm invests predominantly in equity with no market-cap restrictions and favors sectors such as raw materials, energy and precious and non-precious metals. Investment themes include consumption in emerging regions, China, Brazil and South Korea. They also invest in US large-cap companies. Carmignac employs a flexible, top-down sector allocation process and emphasizes liquidity. Emerging markets account for a sizeable proportion of their portfolios.