Stephen Mitchell

Provides investment management services

Acts as Closed-End Investment Fund/Investment Trust

JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets.

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.

ODAM is a bottom-up investor with a business owner’s perspective who seeks to deliver superior absolute returns over the long term. The firm operates in a market with historically strong and consistent earnings growth where volatility has provided regular mispriced entry points. The team identifies a mix of opportunities that can deliver excess returns and such opportunities must be available across market cycles to allow for repeatable outperformance. They must also be scalable to ensure the construction of a diversified portfolio.

Caledonia Investments-IM aims to grow net assets and dividends paid to shareholders over the long term, whilst managing risk to mitigate volatility of returns. They achieve this by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. Their investments include listed and private companies, as well as funds across a range of sectors.

Owns and operates retail, catering and holiday cottages