Nicolas Scherf

JHI UK is an active, value-oriented manager which has core capabilities in global equities, European equities, global fixed-income, multi-asset and alternative investments. They focus on absolute returns, investing globally based on rigorous fundamental research and risk management. The firm believes that top-down economic factors are key drivers of markets and the performance of sectors within markets. Economic expectations are a key input to all equity, bond and currency return forecasts which determine their asset allocation policy.

Cohen & Steers UK’s investment strategies are managed by teams comprised of portfolio managers and research analysts. Portfolio managers generally set the investment strategy, oversee the research process and make the final investment decisions in client portfolios as well as allocation recommendations in model portfolios. Research analysts conduct fundamental research utilizing a broad spectrum of information. The firm combines tactical top-down allocation with proprietary bottom-up security selection.