CIK 1426859
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-26). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-26. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BACON, CHRISTOPHER | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER (AND PARTNER) | 2021-04 | 5–10% ·◆ |
| MAXEY, HENRY, JAMES MACFARLANE | EXECUTIVE CHAIRMAN, CHIEF INVESTMENT OFFICER AND BOARD MEMBER (AND PARTNER ) | 2026-01 | 5–10% ·◆ |
| BEST, MIRANDA, JANE | DEPUTY CEO AND BOARD MEMBER (AND PARTNER) | 2021-04 | <5% ·◆ |
| BLACKFORD, EDWINA, KATHERINE HEATHER | EXECUTIVE DIRECTOR (AND PARTNER) | 2026-03 | <5% ·◆ |
| Cullen, Martin, Bernard | FINANCE DIRECTOR (AND PARTNER) | 2023-06 | <5% ·◆ |
| MCLEISH, NEIL, ALAN | CO-CHIEF INVESTMENT OFFICER (AND PARTNER ) | 2023-06 | <5% ·◆ |
| Mountain, Simon, Oliver | CHIEF OPERATIONS OFFICER (AND PARTNER) | 2023-06 | <5% ·◆ |
| NORTH, JOCELYN, MONTAGU DUDLEY | HEAD OF CLIENTS AND DISTRIBUTION (AND PARTNER) | 2025-06 | <5% ·◆ |
| Allen, Tony, James | INTERIM CHIEF COMPLIANCE OFFICER | 2026-07 | <5% |
| FLEMING, CAMPBELL, DAVID | NON-EXECUTIVE DIRECTOR AND BOARD MEMBER | 2021-07 | <5% |
| Meijs, Fleur | NON-EXECUTIVE DIRECTOR AND BOARD MEMBER | 2018-02 | <5% |
| RUKANDEMA, TWEMBI, Muntuyera | NON-EXECUTIVE DIRECTOR AND BOARD MEMBER | 2023-04 | <5% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| RUFFER, JONATHAN, GARNIER | EXECUTIVE CHAIRMAN AND BOARD MEMBER (AND PARTNER) · EXECUTIVE CHAIRMAN AND BOARD MEMBER | 2024-10 | — not seen at a tracked firm |
| SMITH, KATIE, JANE | CHIEF LEGAL OFFICER (AND PARTNER) · CHIEF LEGAL OFFICER | 2024-10 | — not seen at a tracked firm |
| GAKIC, LUKA | HEAD OF CORE FUND MANAGEMENT (AND PARTNER) | 2024-10 | — not seen at a tracked firm |
| HODGSON, LUCY, ALEXANDRA | CHIEF COMPLIANCE OFFICER (AND PARTNER) | 2024-10 | — not seen at a tracked firm |
| STANWAY, LOUISE, MARY | CHIEF COMPLIANCE OFFICER (AND PARTNER) · CHIEF COMPLIANCE OFFICER | 2024-07 | — not seen at a tracked firm |
| KODMANI, OMAR | HEAD OF CLIENTS & DISTRIBUTION (AND PARTNER) | 2024-07 | — not seen at a tracked firm |
| GOWER, MICHAEL, EVAN | CHIEF FINANCIAL OFFICER (AND BOARD MEMBER) | 2022-06 | — not seen at a tracked firm |
| Vaughan, Clementine, Mary | CHIEF EXECUTIVE OFFICER (AND BOARD MEMBER) | 2021-08 | — not seen at a tracked firm |
| MARTIN, SIMON, BENEDICT | CHIEF LEGAL OFFICER | 2021-08 | — not seen at a tracked firm |
| Hindle Fisher, Robin, Charles | NON-EXECUTIVE DIRECTOR AND BOARD MEMBER | 2021-08 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
