Daymer Bay Capital

Alexander Renwick and I are excited to announce that we will be defining our roles at Daymer Bay Capital with Alexander becoming Head of Distribution and myself becoming CEO. We look forward to the new era of the business, but the mission remains unchanged from 7 years ago: 1. Bring a new quality to third party fund marketing 2. Bring interesting boutique & specialist fund managers from across the globe to professional investors in Europe. Here's to an exciting 2025 and beyond!

The Wall Street Journal highlights that the dynamics of small-cap stocks are shifting, and investors are encouraged to look beyond traditional narratives. The report says that these companies, often overshadowed by larger counterparts, are showing resilience in today’s complex market. Key takeaways from the article: small caps aren't just about high risk and political trends like the "Trump trade." They are increasingly appealing due to their potential for innovation, domestic focus, and favourable valuations. As the landscape evolves, these stocks could play a crucial role in a diversified portfolio. Author Jon Sindreu wraps his piece up succinctly: “the case for going smaller is one of long-term commitment, not opportunism.”

Daymer Bay Capital had a fantastic two days in Belgium last week with Sagar Thanki, CFA from Guinness Global Investors. A big thank you to all the investor groups who took the time to discuss all things Global Equity with us.   A special mention to everyone who joined us for the group lunch presentation – we look forward to further productive discussions on the Global Equity space in the future.   This is a marketing communication.

We are thrilled to announce that Daymer Bay Capital has partnered Shikhara Investment Management and reunited with Rahul Chadha! Shikhara Investment Management, was founded by Rahul Chadha in November 2023. It is an employee-owned specialist boutique with a team boasting over 125 years of combined experience in Asian markets. Shikhara has offices in New York, Mumbai and Hong Kong. Their Asia Strategy leverages structural growth opportunities across technology, infrastructure, and healthcare sectors, while their India Strategy focuses on the country's rapid economic expansion and digital transformation. We hope to announce the UCITS Funds’ launch in 2025. We are so excited to work together with Rahul and his talented team and look forward to introducing Shikhara Investment Management to professional and institutional investors over the coming months and years ahead. Impassioned, independent, boutiques such as Shikhara are exactly what gets us most excited at Daymer Bay Capital!

We are thrilled to announce that Daymer Bay Capital has partnered Shikhara Investment Management and reunited with Rahul Chadha! Shikhara Investment Management, was founded by Rahul Chadha in November 2023. It is an employee-owned specialist boutique with a team boasting over 125 years of combined experience in Asian markets. Shikhara has offices in New York, Mumbai and Hong Kong. Their Asia Strategy leverages structural growth opportunities across technology, infrastructure, and healthcare sectors, while their India Strategy focuses on the country's rapid economic expansion and digital transformation. We hope to announce the UCITS Funds’ launch in 2025. We are so excited to work together with Rahul and his talented team and look forward to introducing Shikhara Investment Management to professional and institutional investors over the coming months and years ahead. Impassioned, independent, boutiques such as Shikhara are exactly what gets us most excited at Daymer Bay Capital!

This week, we had the pleasure of hosting Ulrica Slåne Bjerke and Vegard Gjølme with Daymer Bay Capital in London. A big thank you to everyone for meeting with the Arctic Aurora LifeScience team, Charlie Baillie, CFA and Paul Southgate, CAIA. We had many fascinating conversations with investors about Life Sciences and Biotechnology over the two days. Arctic Asset Management This is a marketing communication.

It has been a pleasure having Will Riley, Portfolio Manager of the Sustainable Energy strategies from Guinness Global Investors on the road with us this week. Thank you to all the investors who have taken the time to meet, for the warm reception and interesting conversations. A fascinating time to be talking about the energy space. Daymer Bay Capital Alexander Renwick Matthew Merriman This is a marketing communication.

It has been a pleasure having Will Riley, Portfolio Manager of the Sustainable Energy strategies from Guinness Global Investors on the road with us this week. Thank you to all the investors who have taken the time to meet, for the warm reception and interesting conversations. A fascinating time to be talking about the energy space. Daymer Bay Capital Alexander Renwick Matthew Merriman This is a marketing communication.

A big day across the Baltic Sea for Ulrica Slåne Bjerke and Vegard Gjølme. Thank you to all the investors in Helsinki who took the time to meet with the Arctic Aurora LifeScience team and Alexander Renwick on our inaugural Finnish roadshow 🇫🇮 . It is a true pleasure for Daymer Bay Capital to be partnered with such an impassioned team! Arctic Asset Management This is a marketing communication.

A big day across the Baltic Sea for Ulrica Slåne Bjerke and Vegard Gjølme. Thank you to all the investors in Helsinki who took the time to meet with the Arctic Aurora LifeScience team and Alexander Renwick on our inaugural Finnish roadshow 🇫🇮 . It is a true pleasure for Daymer Bay Capital to be partnered with such an impassioned team! Arctic Asset Management This is a marketing communication.