Zalando SE

Baillie Gifford is an active, team-oriented, research-based manager which is completely focused on delivering long-term returns. The firm’s investment philosophy focuses on growth while their universe is global. They employ bottom-up conviction to portfolio construction. Their diversified strategies maximize investment opportunities, aiming to achieve steady returns. For equities, Baillie Gifford’s analysts conduct qualitative, fundamental analysis to identify the most competitive, innovative and efficient growth companies. For multi-asset strategy, the firm invests in various asset classes such as listed equities, property, high yield credit, commodities, emerging market government bonds and insurance linked securities. For fixed-income, Baillie Gifford invests in government bonds and currencies, emerging market bonds, investment grade and high yield.

VGA offers both passive and active discretionary investment advisory services that cover the US and/or international markets. The firm’s indexing strategies follow the principles of replication and sampling. Their active management equity methodology is based upon quantitative modeling; its fixed income analysis is based upon fundamental investment research, as well as research obtained from external investment organizations.

AKO Capital LLP (AKO Capital) is an independent alternative investment management firm which was founded by Nicolai Tangen in 2005. Based in London, AKO Capital manages funds for a range of clients including institutional investors, endowments, funds of funds and high-net worth individuals.

Tengelmann Ventures is an active manager which invests in seed- and early-stage technology companies in the e-commerce, social commerce, Internet and Web-enabling technology sectors.The firm seeks to invest in fast growing, innovative companies, partnering with management to support the idea generation process. They typically take minority shareholdings in their investee companies and prefer to act as lead investor. For co-investments, they generally take a passive role.Tengelmann Ventures provides their investee companies with infrastructure services and access to their network and expertise.

Rocket Internet is an active manager which incubates start-up companies and provides equity financing for early stage capital requirements. It targets companies operating in the following areas of online retail and services: food & groceries, fashion, general merchandise, and home & living. The firm makes investments worldwide, with the exception of the United States and China. It seeks to acquire majority and minority stakes in target companies.

JPMIM utilizes different methods of analysis that are tailored for each of the investment strategies they offer their clients. They use different methods of analysis and investment strategies in formulating investment advice or managing assets. The firm employs global fundamental research, quantitative valuation tools and bottom-up portfolio construction methods. Research analysts evaluate the US market by sector, while globally-based portfolio managers and analysts cover the international capital markets. JPMIM integrates the skills of their research analysts with those of experienced portfolio managers and economists to leverage information and choose the most fundamentally attractive investments.