Advisors Asset Management (AAM) has strengthened its investment offering with the appointment of Kames Capital, based in Edinburgh, as Portfolio Consultant for a new unit investment trust (UIT).
The Kames Sustainable Equity Portfolio seeks to provide above average total return primarily by capital appreciation by investing in a portfolio of equity securities selected by Kames Capital, the Portfolio Consultant to the UIT.
Craig Bonthron, Investment Manager for International Equities and Neil Goddin, Head of Equity Quantitative Analysis for Kames Capital will recommend stocks for the portfolio. The team has a high-conviction stock-picking approach and invests globally across the market-cap spectrum.
“We are excited to partner with Kames Capital, a best-in-class asset management firm and a global leader in sustainable investing. We also look forward to growing our relationship with Kames Capital and to all the possibilities that lie ahead,” says Richard Stewart, Executive Vice President and Head of UIT Product Management for Advisors Asset Management.
Martin Davis, CEO of Kames Capital and Head of Europe for Aegon Asset Management, says: “We are delighted to have been appointed by Advisors Asset Management. They are our second client in North America and our first in the US, so this is a major milestone for the firm and comes just a year after becoming registered with the SEC. Kames Capital is a global leader in sustainable investing, an area of growing interest to investors in the US. We also have a growing reputation in global equities that reflects our experienced team and distinctive investment approach.”