Category Archives: Fund Manager Focus

GAM – London

Ali Miremadi is an investment director, who runs global equity funds and a US-focused fund. Miremadi was one of the principal partners at THS Partners, (acquired by GAM in 2016). He joined THS Partners in 2007. Previously, Miremadi worked at Goldman Sachs. He started his career in 1994 at Baring Securities. Miremadi holds a first-class degree in English Literature from Wadham College, Oxford and is also a CFA charter holder.

GAM is an independent asset manager, providing active investment solutions and products for institutions, financial intermediaries and private investors.  GAM employs over 900 people in 14 countries. Headquartered in Zurich, it is listed on the SIX Swiss Exchange. The Group has assets under management of CHF163.8 bn ($165 bn) as at 30 June 2018. CHF84.4 bn ($88 bn) is managed actively in-house. Continue reading

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Hosking Partners – London

James SeddonJames Seddon is one of the Founding Partners of Hosking Partners. He previously worked with Jeremy Hosking at Marathon Asset Management from 2006 to 2012. Prior to that, James spent 19 years at Rowe Price-Fleming and T. Rowe Price International where he was a Senior Portfolio Manager of European equities for the European and International Equity strategies. James began his career at Schroder Capital Management and holds a degree in Physics from Oxford University.

Hosking Partners is an investment management partnership that started in 2013. The firm has around $9 billion of assets under management through one global equity strategy. The investment team of five seeks long-term investments using a fundamental contrarian methodology. Their differentiated approach has a long-term investment horizon through a diversified portfolio of stocks with a high active share. The investment philosophy incorporates a capital cycle analytical framework: the tendency of industries with high returns to attract new capital and more competition, which over long periods of time drives down industry returns until capital withdraws, returns recover and the cycle begins again. This is combined with a behavioural approach that uses mental models to assess companies and industries. The strategy aims for alpha generation over the long term.

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Kempen Capital Management – Amsterdam

Mark Oud

Amsterdam, Netherlands-based Kempen Capital Management was established in 1991 and today manages €59.8 bn ($73 bn), of which €16.3 bn is in investment strategies and €43.5 bn in investment solutions. The firm has offices in Amsterdam, London, Edinburgh and Paris. The investment strategy is stable outperformance over the long term with ESG fully integrated into the investment process. Kempen’s investment strategies division has a number of equity strategies: small caps, high dividend, sustainable value creation and sustainable equity.

Mark Oud joined Kempen in 2017 as a senior portfolio manager for sustainable value creation. Before this he was a senior portfolio manager at Delta Lloyd Asset Management and head of Delta Lloyd’s Cyrte Investment. He previously worked at Main Capital Partners and Deutsche Bank.

Richard Klijnstra

Since August 2016, Richard Klijnstra has been head of sustainable value creation, having previously been head of Kempen’s credit team from 2006 to 2016. Prior to this, he worked at Fortis Investments in Paris and the Netherlands, and at Nationale-Nederlanden. Here he discusses Kempen’s approach to sustainable growth.

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James Hambro & Partners LLP – London

The Hambro name has been closely associated with the investment world for more than 200 years. Founded in 2010, James Hambro & Partners LLP (JH&P) is an Independent Private Asset Management Partnership with assets under management, advice and administration of £2.8 billion (US$3.8 billion). The partnership offers institutional-quality investment management to HNW families, trusts, individuals, charities and associated portfolios.

William Francklin joined JH&P in July 2017 and has over 30 years’ experience managing portfolios. He began his career in investment management in 1981, working at Morgan Grenfell Asset Management (in both London and New York) and latterly at Waverton Investment Management. William has also managed assets for American clients for a number of years. As JH&P has SEC authorisation (as of July 2017) he will continue to manage global portfolios for US clients based in the US and overseas. Continue reading

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Royal London Asset Management – London

Mike Fox of Royal London Asset Managers.

Royal London Asset Management (RLAM) was established in 1988 and is a wholly-owned subsidiary of the Royal London Group (founded 1861). The Group consists of the Royal London Mutual Insurance Society Limited (RLMIS) and its subsidiaries, and is the UK’s largest mutual life, pensions and investment company.

RLAM also manages assets to external clients, notably corporate pension schemes, local authorities, insurance companies, charities, endowments, universities, wealth managers etc. It has AUM of £106 billion/$140 billion (June 30 2017).

Mike Fox is Head of Equities and Senior Fund Manager of the Sustainable World Trust and Sustainable Leaders Trust, the latter role he has fulfilled since November 2003. During this time he has been awarded Citywire Top 100 UK Growth Fund Manager of the year (2007) and has a 4* Morningstar rating.

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Sarasin & Partners – London

Jeremy Thomas joined Sarasin & Partners in 2016 from Allianz Global Investors where he spent 12 years. Prior to this he spent three years at Isis Asset Management (now BMO Global), five years at Schroders and five years as a British Army Officer.  He has a degree in PPE from Oxford University.

London-based Sarasin & Partners LLP manages £14.1 billion ($18.3 billion).  Local management own 46% of the economic interest of the partnership with the remaining 54% owned by Basel-based Bank J Safra Sarasin Group (AUM $154bn).  Sarasin & Partners manages money for domestic and overseas private clients, charities, pension funds, institutions and retail investors.

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Aviva Investors – France

Matthieu Rolin joined Aviva Investors France in 2015 and covers US equities.  He was previously a senior portfolio manager at SwissLife Banque Privée (2010 – 2015) and a senior fund manager at Olympia Capital (2004 – 2010).  He has a Masters in Banking and Finance from Université Lumière (Lyon II) and SKEMA Bachelor.

Aviva is one of the world’s largest insurance groups with global assets of >$630 billion.  It is also France’s third largest multi-line insurer and has ~$50 billion under management.

How is Aviva Investors France positioned in the French investment management industry?
“We are a top 10 asset manager in France in terms of AUM.  We invest in all asset classes – equities, fixed income, real estate, multi asset and some alternative investments.  There are 35 in the investment team – portfolio managers and analysts and we also share resources with other Aviva offices around the world.  For example, there are nine analysts in the US, eight in London, two in Singapore and one in Toronto plus the four analysts we have in Paris.”

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Close Brothers Asset Management – London

robertRobert Alster joined Close Brothers Asset Management in 2014 as Head of Research. He also is responsible for research coverage of three equity sectors: global autos, aerospace and construction companies.

Prior to joining Close Brothers Asset Management, Robert was head of European and UK Growth Equities at AllianceBernstein, where he worked between 2003 – 2013. Prior to that, he worked at UBS Brinson, American Express Asset Management, and Fleming Investment Management. He also has eight years of experience within industry.

Close Brothers Group plc is a leading UK merchant banking group listed on the London Stock Exchange. The business was founded in 1878 by William Brooks Close, initially providing farm mortgages in Iowa and financing the first railway in Alaska. Its asset management division, Close Brothers Asset Management (CBAM) has AUM of £10billion and manages assets for private clients and their families, institutions, charities and foundations.

Describe Close Brothers Asset Management

“We see ourselves as an active, global, multi-asset private wealth manager, with experienced investment professionals operating within an institutional investment framework.”

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