Apostle Asset Management

For over 23 years, Aurora Investment Management has been dedicated to providing diversification and risk control with portfolios of hedge funds to its diverse client base of individuals, families, foundations and institutions from all over the world.

Aurora Investment Management L.L.C. offers a variety of investment products to meet investors’ diversification needs. Most of the fund of hedge fund products combine a variety of investment strategies to enhance diversification, while balancing risk and return. Within each strategy, they attempt to identify and invest with that strategy’s most talented managers.

Headquartered in New York, Cramer Rosenthal McGlynn, L.L.C. ("CRM") is a leading equity manager that was founded in 1973. CRM's long standing record is a testament to the firm's success. Clients benefit from a consistent investment philosophy and bottom-up process, propelled by a deep research team with diverse financial experience in appraising the intrinsic value of companies.

CRM views investment prospects on a long-term basis and seeks to invest at the intersection of change and neglect. The intellectual coherence of the investment philosophy is a genuine strength. Companies that CRM buy and hold are characterised by three attributes: change, neglect and attractive valuation. The conviction to invest before the rewards of change are realised requires an investment process grounded in intensive original research.

H2O Asset Management was launched in July 2010 by Bruno Crastes (CEO) and Vincent Chailley (CIO) (formerly with Amundi Asset Management) in partnership with Natixis Asset Management. Having worked together for over fourteen years, the two co-founders were quickly joined by six other investment professionals from Amundi and could thus carry on offering investors their long standing expertise in global fixed income multicurrency and global macro alternative management.

H2O Asset Management’s forte is to capture alpha between and within all asset classes globally, and deliver high risk-adjusted returns with daily liquidity and total transparency. The partnership with Natixis Asset Management covers both capital and operational aspects and has enabled H2O Asset Management to continue the extensive and successful track record of its principals, built up over many years at other firms.

Established in May 2006, London based Highclere is a private investment management partnership specialising in international small and mid cap equity investment. An independent employee-owned firm, Highclere are active investors, spending the bulk of their time on fundamental company analysis.  Highclere focuses on generating absolute returns over the long term.

Assets under management are limited to ensure investment flexibility and to enhance their ability to add performance value for their clients. Highclere's primary focus is on the key responsibility of running a first-class international small and mid cap equity program for its clients. 

Loomis Sayles has managed fixed-income and equity investments for institutional, high-net worth, and mutual fund clients for close to 80 years. For institutional and separate account clients, the firm also tailors investment products and manages strategies to customised benchmarks.  Loomis Sayles is widely recognised for disciplined, fundamental research and has dedicated US$57 million to the research budget for 2011.

The firm's investment team covers over 1,000 companies and issuers worldwide and includes 41 senior credit research analysts and 32 portfolio managers.  The firm’s fixed-income expertise includes US bonds and international, government and corporate credits, as well as high yield credits and senior bank loans. Equity expertise covers a broad spectrum of styles and asset classes including: US core equity, value and growth equity, small, medium and large cap.

Polar Capital LLP is a specialist investment management company offering professional and institutional investors a range of geographical and sector funds.  The Company’s investment strategies have a fundamental research driven approach.  The Company has long only and absolute return funds in its product range.

Founded in 2001, Polar Capital is an established manager with a robust institutional organisation comprised of investment professionals, operations staff, compliance officers as well as dedicated sales and marketing teams.  Polar Capital LLP is a wholly owned subsidiary of Polar Capital Holdings plc.  Polar Capital Holdings plc is AIM quoted following its IPO in February 2007.  Consistent with the Company’s founding strategy of fostering an equity culture amongst its employees and providing high levels of transparency to clients, the equity in Polar Capital Holdings plc is currently held by Directors, founders and employees.

Founded in 1970, Vaughan Nelson Investment Management, L.P. is a Houston-based multi-strategy investment counselling firm.  The firm’s sole investment focus is managing equity and fixed income portfolios.

Vaughan Nelson provides investment services to foundations, endowments, institutions, corporate pension funds, and families/individuals.  The firm’s growth reflects strong client relationships based on performance, effective communication and the highest level of client service.

Boston-based Windham Capital Management was founded in 1988. Windham is widely known for its pioneering research and its impact on the way institutional investors manage assets. In calm and turbulent markets, Windham manages investment risk to maximise returns.

Windham’s investment process integrates broad diversification and asset allocation with proprietary risk management to construct portfolios of exchange traded funds (ETFs) designed to outperform when markets are calm and defend against downside risk when markets are turbulent. A key input to this process is the Windham Investment Risk Cycle^TM, which reflects the financial market’s sensitivity to turbulence and systemic risk and provides an early warning signal to fragile markets. Through daily monitoring of the Risk Cycle^TM, Windham is able to see indications of risk that others may be missing.