Agenda

Asset Value Investors (AVI) is a boutique investment manager based in London. It manages a range of strongly differentiated strategies, spanning global, global family-backed and Japanese smaller companies. It has built a formidable track record over almost four decades operating as a genuinely engaged investor with a deep understanding of how to navigate the discount-cycle that can impact listed companies.

Founded in 1988, TT International now manages c$6b in long-only and long/short equities for some of the world’s most sophisticated institutional investors. Headquartered in London, it also has an investment office in Hong Kong and client service offices in New York and Tokyo.

Credit Suisse Asset Management, part of UBS Group, has designed several highly focused equity strategies to provide clients with pure-play exposure to long-term secular growth themes, such as security and safety, robotics and automation, healthcare innovation, environmental solutions, education technologies, infrastructure and energy transition themes. UBS Asset Management is one of the largest thematic equity providers globally.

Since its foundation in 1955, VanEck has been driven by innovation and stands for intelligently designed, forward-looking investment strategies including ETFs and mutual funds. With more than 100 ETFs globally and managing over $90bn, the asset manager offers a comprehensive portfolio covering numerous sectors, asset classes and smart beta strategies. VanEck was one of the first asset managers to offer investors access to international markets. The objective has always been to identify new trends and asset classes – such as gold investments (1968), emerging markets (1993) and ETFs (2006), which have shaped the investment industry to this day. VanEck is headquartered in New York City and has offices in Frankfurt, Zurich, Amsterdam, Sydney and Shanghai.