LEAD MANAGER OF THE TOP-PERFORMING FUND REFLECTS ON 26 YEARS IN FUND MANAGEMENT.
The Rathbone Global Opportunities Fund (GOF), with AUM of around $5.3 bn, has been ranked consistently highly in the global equity sector since James Thomson became lead manager in 2003.
Rathbones Asset Management has a boutique structure which fosters autonomy, accountability and entrepreneurial spirit but the Rathbones Group is a trusted long-term partner with more than 100 years in wealth and investment management and $146 bn in client assets.
Thomson has been the lead manager of the Rathbone GOF since 2003 and was assistant manager of the fund at its inception in 2001 after joining Rathbone in 2000. He currently sits on the executive committee of Rathbones Asset Management.
He grew up on the island of Bermuda and graduated from Cornell University in New York. Across his career, Thomson has been frequently quoted in the financial press and has won numerous fund management awards.
James Thomson, lead manager of the Rathbone Global Opportunities Fund
Below, he tells us more about his 26-year career in the asset management industry, his preference for US equities and how the hot and cold nature of the markets is his biggest bugbear.
You’ve been in the investment management industry since 2000. What’s changed for you in that time?
It’s hard to know where to begin: the 2008 Great Financial Crisis, zero interest rates, the domination of US equity investing, the rise of passive investing, Brexit and a series of wacky and unpredictable political events.