Company

Question 1

AUM

Answer 1

4.7bn

Question 2

Started?

Listed?

Answer 2

1995

1999

Question 3

What teams?

Answer 3

5

Economic advantage team - uk long-only option

Cash flow solution team - European ex-uk long- only equity, global equity income, European long/short equity

Asian team - Asia ex Japan long-only equity

Global equity/structural opportunities team

Multi-manager multi asset team

Macro-thematic team - uk long-only equity

Question 4

Different culture

Answer 4

No parent
Independent thinkers
Freedom

Question 5

Vision

Answer 5

Leading fund management companies in the uk renowned for consistency adding value to clients investment portfolio

Question 6

Strategic objectives (6)

Answer 6

1 outperformance
2 effective distribution
3 excellent customer service and support
4 clear and regular communication
5 appropriate risk
6 profitable business

Question 7

6 values

Answer 7

1) integrity
2) transparency
3) consistency
4) conviction
5) rigorous
6) specialist

Question 8

Lion trust managed portfolio service

Answer 8

8 active growth, 6 income

Largest DT risk targeted

Member of g12

Threesixty services

Managed via standard life

Question 9

Fund managers

Answer 9

John husselbee

Paul Kim

Question 10

Type of analysis

Answer 10

Both quantative (returns method) and qualitative (meetings, research)