The clear definition of our investment principles and culture has allowed Neil to draw together an exceptional team of talented investment professionals. Importantly, the team is a deliberately ‘broad church’ that we believe is unique – a carefully selected mix of individuals with very different personal and professional backgrounds, specialism, skills, experience and expertise. The result? Fresh, industry-leading thinking from a team that continually challenges itself to deliver the best possible results for our investors.
The Investment team currently comprises three experienced fund managers and two specialist analysts. While Neil is responsible for the overarching long-term investment strategy and makes final investment decisions across all mandates, the fund managers assist him across a range of tasks, including day-to-day portfolio management duties, meetings with companies and analysts, due diligence, valuation modelling, bespoke research projects and internal reporting. The extensive skills and experience of each of the analysts are applied to provide the fund managers with valuable analysis and support on specific investment opportunities, with responsibilities including due diligence, company valuation modelling, performance monitoring and internal reporting. Their individual specialisms ensure in-depth cross-market coverage and comprehensive support for Neil.
Stephen Lamacraft has a particular focus on the constituents of the FTSE 350 index and other mature international businesses. Saku Saha and Lucinda Crabtree cover earlier-stage investment opportunities, with a particular focus on the health care industry, while Paul Lamacraft and Harry Raikes also cover earlier-stage investment opportunities, with a focus on the technology and industrial sectors.