Unilever PLC

Reichmuth & Co. is an active, fundamentals-based, conservative manager which follows a medium- to long-term, value-driven, noncyclical investment style aiming to achieve absolute returns.The firm's absolute approach to investment returns enables them to implement a future-orientated investment strategy. They base their approach on fundamental market analysis and pay close attention to short-term factors such as money flows and market sentiment. For less familiar markets, they rely on specialists.Reichmuth & Co. meets regularly to draw up scenarios for the future which are discussed, scrutinized and reviewed at the investment policy meeting. The resulting probabilities form the basis of their investment policy, which mirrors their institution's view and in this way ensures that their investment strategy is future-oriented and in sync with the respective market environment.The firm tests new investment ideas for sensitivity under individual scenarios to obtain a picture of the risk/return behavior in various market contexts. They weight the individual ideas accordingly in the portfolios.

LT is an active, risk-averse, value-oriented manager which targets absolute returns. They specializes in the discretionary management of UK, Global and Japanese equity mandates offered both through segregated accounts and pooled funds. The firm believes that durable, cash generative franchises are rare and undervalued by most investors for most of the time. LT find the majority of our candidate investments in a select group of broad industry categories. These are Consumer Branded Goods, Internet/Media/Software, Pharmaceuticals and Financials. Once the firm commits to a company, they are extremely reluctant to sell it, except on a significant breach of our valuation target or when the firm realizes that the premise for the investment is no longer valid. LT construct portfolios with a high degree of concentration (20-35 holdings) and unusually low turnover.

FvS is an active manager which utilizes their five major core values of diversification, flexibility, quality, solvency and value to construct portfolios invested in equity, bond, and multi-asset instruments across regions and sectors. The firm aims to preserve and increase client assets by employing a long-term investment approach. Their equity funds invest in quality companies with stable business models. FvS is doing in-house analysis of the individual stocks to weigh a well-considered diversification of investments in different markets, sectors and currencies, opportunities and risks. They offer four different equity funds - all in common is the value-oriented stock selection by the firm’s portfolio managers. In addition to FvS’ pure bond funds that invest worldwide, the firm also offers a global strategy for convertible bonds which is a defensive alternative to pure equity investments. The firm’s multi-asset funds are an actively mix of several asset classes such as stocks, bonds and gold, combining investment opportunities with smart risk diversification.

Executive Officer at Torch Capital I LP

Principal at Balyasny Asset Management LP

Founder & Managing Partner at Fifth Wall Ventures Management LLC