Our speakers will bring you a look at the investment world through a different lens with insight from 20 industry-leading fund groups. With short presentations followed by panel debates from some of the most well-known fund managers, we'll dig deeper into research-led topics, examining where the current trends are going.
Stewart joined RSMR in August 2011 and has played a key role in the development of the market-leading RSMR ratings service and also manages a large number of bespoke advisory portfolios on behalf of a wide range of IFA clients. He is lead Portfolio Manager for the Rfolios discretionary portfolios having been involved since their launch as well as the management of the preceding advisory portfolios from their launch back in 2015. Stewart joined RSMR from Honister Capital where he was part of the internal research team responsible for fund and product research, including construction of the recommended fund and product lists for the company’s financial advisers involving, amongst other aspects, face-to-face meetings with fund managers and attending conferences.
Mr. Johnson received his B.A. degree from Harvard College in 1984 and his M.B.A. degree from the Stanford Graduate School of Business in 1989. Prior to entering graduate school, he worked for three years as a securities analyst with Fred Alger Management. Mr. Johnson joined Dodge & Cox in 1989. He is a shareholder of the firm and a CFA charterholder.
Lauren A. Romeo joined the firm in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor's degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a CFA® charterholder.
Paul is a portfolio manager and strategist at Newton. He is a portfolio manager on the Newton Global Income strategy and is also lead manager of the Newton Multi-Asset Income strategy and the Newton Multi-Asset Diversified Return strategy. He also provides leadership and analysis on asset allocation, derivatives and convertible bonds for the wider firm, having spent the earlier part of his career working on strategic asset allocation and derivative strategy. Paul is responsible for generating ideas within alternative assets and has been leading in this area since 2008. He is a member of the asset class strategy group and provides feedback to the wider house on strategic and tactical asset allocation. Paul joined Newton in 2004. He is a CFA1 charterholder and has completed the certificate in quantitative finance (CQF) after passing with distinction. Paul studied Astrophysics at the University of St Andrews and is a keen cyclist and runner, having recently cycled the length of the UK from Land’s End to John O’Groats and often participates in marathons.
Peter Bye is the Lead Portfolio Manager and Head of UBS Asset Management's US Large and Mid-Cap Growth Equity team. He is also Portfolio Manager for the Digital Transformation Equity strategy, a Global Growth Equity strategy. In addition to his portfolio management responsibilities, Peter is responsible for analysis and issue selection in the health care sector. Peter joined UBS Asset Management in 2010 after twelve years in equity research on the sell side covering health care sectors at Cowen & Co., Citigroup, Wachovia and most recently at Jefferies and Co. where he was mentioned as one of the Best on the Street in the 2010 Wall Street Journal survey. Prior to his equity research career, Peter worked in the quantitative research department at Putnam Investments in Boston, analyzing portfolio strategies, risk, security modeling, and performance attribution among the companies taxable fixed income groups.
Murdo is a client investment manager at Walter Scott, having joined the firm in 2006 and spent 12 years in the Research team focused on Japanese and US equities. He joined the Client Service team in January 2019. Prior to joining Walter Scott Murdo lived and worked in Japan for six years. He holds a BA (Hons) in Japanese and Marketing from the University of Stirling and level 1 Japanese language proficiency test.
Matthew joined Guinness Global Investors in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.
Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. Gabrielle was promoted to the board in 2020. She is the Fund Manager for the Trojan Global Equity Fund and the Electric & General Investment Fund. Gabrielle has 29 years’ investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was appointed to the Board of Witan Investment Trust in August 2019.
Alex Araujo joined M&G’s equity income team in July 2015 and became co-deputy manager of the M&G Global Dividend strategy in April 2016. He has been manager of the M&G Global Listed Infrastructure strategy since it was launched in October 2017, and was appointed manager of the M&G Global Themes strategy in January 2019. Alex has 25 years of experience in financial markets, having previously worked at UBS and BMO Financial Group. He graduated from the University of Toronto with an MA in economics and is a CFA charterholder.
Dean Cheeseman is a Portfolio Manager on the UK-based Multi-Asset Team at Janus Henderson Investors. He has co-managed the International Concentrated Equity strategy since 2019. Prior to joining the firm in 2017, he was a portfolio manager and member of the asset allocation committee from 2011 at Mercer, where he contributed tactical asset allocation ideas for all multi-asset and equity strategies. Before that, Dean was with F&C Asset Management from 2007 to 2010, finishing his tenure as head of fund of funds. Earlier, he was head of developed markets with Forsyth Partners from 2001 and head of collective investments at Morgan Stanley’s Quilter from 1998. He began his career as an investment analyst in 1995 with Chartwell House Asset Management.
Becky joined Fidelity Multi Asset as a Manager Research Analyst in 2014. She provides senior oversight and expertise in manager research across global fixed income strategies, both from within Fidelity and across the investment industry, supporting Portfolio Managers in accessing markets through the optimal underlying investment strategies. Prior to joining Fidelity Becky worked at KPMG Investment Advisory as an Assistant Investment Consultant. She covered Fixed Income and Property research and was responsible for advising on the investment strategy of pension scheme clients. Becky received a BA in Economics from Cambridge University as well as an MSc in Development Administration & Planning from the University College London. Becky is a CFA Chartholder and CAIA Chartholder.
Guy Glover, MRICS, is a Fund Manager for the BMO UK Property Fund and the Responsible Housing REIT plc. Guy has over 25 years’ experience in property and joined the Group in 2004. Guy is a Chartered Surveyor and holds a Bachelors’ Degree in Land Management and a Postgraduate Diploma in Property Investment. Prior to BMO REP, Guy worked for 9 years at Wereldhave Property Corporation plc, where he was responsible for asset managing their UK portfolio. Guy sits on the management board of the Association of Real Estate Funds (AREF).
Mithran is a client portfolio manager on the Fundamental Equity team, specializing in Emerging Market (EM) equities. His coverage includes our Global EM, China, India and ESG strategies. His primary responsibilities include marketing and client service for the institutional, retail and high net worth channels. In his role as an EM specialist, he is focused on helping clients gain appropriate access to emerging markets, as well as assisting with their strategic asset allocation decisions. Mithran joined Goldman Sachs Asset Management and the Fundamental Equity team in March 2013. Prior to that, he was an investment advisory analyst with the Royal Bank of Scotland (RBS) in their Private Banking division. Mithran received a B.Com (Hons.) degree from Narsee Monjee Institute of Management Studies in 2010 and qualified as an accountant with the Institute of Chartered Accountants of India (ICAI) in 2012. He was awarded the Chartered Financial Analyst (CFA) charter and the Investment Management Certificate (IMC) in 2016.
Martin joined Schroders in 2014 as an industrials analyst and is now Manager of the Schroder ISF EURO Equity, Schroder European and Schroder European Alpha Income Funds. His Investment career commenced in 1994 when he joined SEB Asset Management as an investment analyst for Nordic industrials and basic materials. In 1999 Martin became their Head of European Research. He previously worked at American Express Asset Management as a senior investment analyst responsible for Industrials and Telecoms. Martin has a Masters in Financial Economics from Stockholm School of Economics. He was named European Equity Manager of the Year by Morningstar in 2017.
Rachel Reutter co-manages the JOHCM UK Opportunities Strategy alongside Michael Ulrich. Rachel has been working on the UK Opportunities Strategy since she joined JOHCM in 2012. Prior to joining JOHCM, Rachel worked for Goldman Sachs where she was a Lead Sector Analyst in the Global Investment Research Division. Before that she worked as an Analyst at Stifel and in Global Banking and Markets at RBS. Rachel holds a MA in Geography from the University of Oxford and is a CFA Charterholder.
Sacha joined Baillie Gifford in September 2015 and is an Investment Manager in the North American Equities Team. He previously worked on global and regional teams with both small and large caps. Sacha studied environmental sciences. He holds a BSc from King’s College London and two master’s degrees, one from University College London and another from Imperial College London. Sacha is a CFA charterholder.
Adrian Hull, Head of Fixed Income, leads our UK-based Fixed Income team members. Prior to his current role, Adrian was at Deutsche Bank, before moving to Cazenove and subsequently heading UK credit sales at ABN AMRO Bank. He then headed sterling credit trading at Royal Bank of Scotland and Nomura. He has been in the industry since 1990 and started with the firm in 2014. Adrian received his degree in Modern history from the University of Oxford.
With a BSc and a MSc in Finance from Queen’s University, Belfast, in 1994 Stephen started his career at Aegon Asset Management (now Kames Capital) as a US equity analyst and fund manager. In 1998 he moved to fixed income, becoming manager of Kames’ Sterling Corporate Bond Fund in June 2000. Stephen then joined Old Mutual Asset Managers and managed their Corporate Bond Fund from 2004 – 2011, when he returned to Kames. There, as co-head of fixed income, he was co-manager of the Kames Investment Grade Bond Fund, the Investment Grade Global Bond Fund and the Absolute Return Bond Fund until November 2018. In May 2019 Stephen joined Artemis as a partner, to lead our fixed income team.
Andy is a global porfolio manager of the Real Return strategy. Together with Aron Pataki and Suzanne Hutchins, Andy is responsible for the final capital allocation decisions on the strategy. Andy started his career ar Mercury Asset Management in 1993 as a unit trust dealer before joining the quant & derivaitives team to focus on managing synthetic portfolios for clients and trading equity derivatives for the firm. In 2006, Andy joined the multi-asset team at BlackRock where he was responsible for managing absolute and relative return mandates as well as the head of research specialising in equity thematic views and risk premia strategies. Andy has an MSc in Finance from Leicester University and is a CFA charterholder. Andy plays in a rock band in his spare time and enjoyes playing, writing and recording music.
Sunil heads the team which manages long-only multi-asset funds and mandates.He is also a member of the Multi-Assets leadership group and a contributor to the AIMS investment process. Prior to joining Aviva Investors, Sunil was a Senior Multi-Asset Portfolio Manager at Santander Asset Management, having been Head of Global Asset Allocation at Hermes Investment Management and Head of Market Strategy at the British Telecom Pension Scheme. He also spent 10 years at BlackRock Investment Management in a number of roles including portfolio management, research and strategy.