Nicola Theron

HCM has developed a portfolio management approach that is based upon Modern Portfolio Theory, and in which the firm works with clients to assess the kind and amount of expected risk and return that are believed reasonable based upon the client’s circumstances. The firm incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection.

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.