Speakers and topics

US small caps: fishing in a different pond

Alger Weatherbie Specialised Growth

George will lead a discussion on why investing in the US smaller cap equities, which are trading at a significant discount to US large caps, is timely and attractive. He will explain how the investment team source ideas, by fishing in a different pond using a multi manager approach.

CIO and lead portfolio manager

George is a portfolio manager on the Specialised Growth Strategy and the Alger Dynamic Opportunities Strategy. Additionally, he maintains research responsibilities in the media and communications, healthcare, diversified business services, information services and technology areas. He joined in 2001 and has 24 years of investment experience. Previously, he was an equity analyst with 1838 Investment Advisors

How investing in overlooked ESG improvement can complement existing sustainable strategies and offer idiosyncratic returns

AB Global ESG Improvers Portfolio

Many sustainable strategies focus on companies that are already recognised for strong ESG credentials or leadership in key sustainability themes. This tends to lead to portfolios with similar style, sector and factor tilts. Global ESG Improvers is a complementary approach. AB selects stocks with improving ESG performance or growing exposure to sustainability themes. These companies offer rerating potential as the improving trends become recognised by the market. A sustainable portfolio built on ESG Improvement offers value characteristics that complement the quality/growth style of many sustainable strategies. Back tests show that improvements in ESG ratings offer an idiosyncratic source of alpha that can also complement core allocations.

Senior research analyst and portfolio manager, value equities

Jeremy is responsible for research coverage of European commodities stocks, including energy, metals and mining, chemicals, and utilities, and is a portfolio manager for the Global Commodity Producers and Global ESG Improvers strategies.

The biological revolution

Baillie Gifford Health Innovation Fund

There is a revolution happening in biology. Our understanding of science is becoming more granular, allowing us to programme the code underlying life and driving a revolution in our experience as patients. We are on the verge of a paradigm shift away from sick care to a more preventative, personalised form of medicine.

Investment manager and partner
Baillie Gifford

Julia is a member of the International Growth portfolio construction group. She is also a portfolio manager on the Health Innovation strategy. Since joining Baillie Gifford in 2008, she has worked on several regional and global investment strategies and became a partner in 2022. 

Consistency over prognostication: focus on characteristics, don’t aim to be a macro expert

Robeco Boston Partners US Premium, Robeco Boston Partners Global Premium and Boston Partners Global Long/Short Equity

The market environment has varied significantly since the inception of Boston Partners in 1995. We have experienced recessions, inflation, both quantitative easing and tightening and, currently, a narrow market. Through all of these events, Boston Partners has been unwaveringly committed to the investment philosophy and process established at its inception, the Three Circles, never straying from its practice due to external, top-down factors. By sticking to its knitting, Boston Partners has produced competitive results in both up and down markets, with every strategy outperforming their respective benchmark since inception. Joseph will speak about the advantages of consistency through these environments and how valuable the consistency of Boston Partners approach has been for its clients, historically, and moving forward.

Head of portfolio research group
Boston Partners

Finding quality in times of uncertainty

CCLA's focus is on finding quality businesses at attractive valuations which can grow their cashflows consistently. In an uncertain macro environment it prefers companies that can show resilience through the cycle and can benefit from long term structural growth trends. Two particular areas of focus are healthcare and industrials and during this session, Amy and Charlotte will examine the positive themes in each and how the firm's holdings are well placed to benefit. In addition, they will cover what tools can be utilised when engaging with companies to drive real world positive change.

Stewardship lead
CCLA Investment Management

Amy is part of CCLA’s Ethical & Responsible Investment Team, working to develop, embed and promote ethical and responsible investment principles and behaviours across all business activities. She also works with CCLA’s investment team to deliver engagement with investee companies, with a specific focus on mental health in the workplace.

Co-head investments
CCLA Investment Management

Charlotte is responsible for managing equity portfolios. Charlotte spent the first 15 years of her career at Newton Investment Management where she was a multi-asset and subsequently a global equities manager for UK and international pension funds. She joined CCLA in 2016 from EFG, where she was a senior portfolio manager.

Time to consider an allocation to sustainable infrastructure?

EdenTree Green Infrastructure Fund

Tommy will discuss the case for sustainable infrastructure and why now is a great time to invest in this $10trn global opportunity. He will also discuss how infrastructure is a genuine third asset class, providing diversification against inflationary headwinds and ongoing market uncertainty by investing in alternative sources of growth and income. Given no two companies are the same, he believes the best way to access this market is to invest in a diversified and balanced portfolio of innovative companies providing solutions with positive environmental outcomes.

Fund manager
EdenTree Investment Management

Tommy joined EdenTree in 2021 and manages the EdenTree Green Infrastructure Fund. He also assists with the management of other funds within the Multi Asset Strategies & European Equities ranges. Prior to EdenTree, he worked at JP Morgan and Jupiter Asset Management, most recently within Jupiter’s Alternatives business.

Why are cash rates providing a real boost for liquid alternative funds?

iMGP Managed Futures Fund and SEI Liquid Alternative Fund

With interest rates rising globally, due to increased inflation, Greg will explore why this is a benefit to liquid alternative funds both tactically and strategically. Further, with increasing mentions of recession, he will discuss the diversification benefits that managed futures provide to client portfolios, which in his opinion give the best ‘bang for buck’ diversification benefits of any asset class versus bonds and equities.

Director, global asset management
iM Global Partner

Greg joined iM Global Partner in September 2022. He joined from GAM Investments, where he was head of discretionary investments, managing the firm’s equity, fixed income and real asset teams. Prior to this he led the global consultant relations activities at Edmond de Rothschild AM and BlueCrest Capital Management. 

UK equity income: are we nearly there yet?

Janus Henderson UK Responsibility Income

After a prolonged period of poor performance, have we finally reached a point when the UK can perform better? In this presentation Andrew and Jane will discuss why after a number of false starts UK equities are poised to rebound, as well as how the Janus Henderson UK Responsible Income fund can add valuable diversification to both an income and ESG portfolio.

Portfolio manager
Janus Henderson Investors

Andrew is responsible for a range of equity income mandates, including including the UK Responsible Income Strategy since 2012. Prior to joining Henderson in 2005 as a portfolio manager on the UK Equities Team, Andrew worked as a fund manager at Invesco Perpetual, where he started his career in 1995.

Discovering quality compounders in European smaller companies

Jupiter European Smaller Companies Fund

Mark will discuss his approach to finding high-quality European smaller companies, and why he believes there are opportunities to make attractive long-term returns. Mark and his team seek cash-generative companies with proven business models that are exposed to long-term secular growth trends, and they build a concentrated portfolio of companies to hold for the long term.

Investment manager, European equities
Jupiter Asset Management

Before joining Jupiter, Mark worked at Columbia Threadneedle for 11 years as an equity fund manager. He managed a global smaller companies fund and a European smaller companies fund. He began his investment career as a chemicals and industrials analyst at Citi in 1999.

Investing beyond the noise

Lazard Global Thematic Focus

It is easy to be distracted by short-term macro matters. But investors can be better served by taking a longer-term perspective focused on the structural changes reshaping the global economy. Steve will outline how he and his team incorporate the formative forces of today and tomorrow in their portfolio from the bottom up, arming investors with core, multi-thematic exposure to the structural investment opportunities of the next decade and beyond.

Managing director, portfolio manager/analyst
Lazard Asset Management

Steve is a portfolio manager/analyst on the Global Thematic Equity team. He is also a member of Lazard’s executive leadership team and the fundamental equity investment management group. He began working in the investment field in 1995. Prior to joining Lazard in 2010, he was a partner and portfolio manager with Hampstead Capital.

UK equities: a contrarian investor’s dream

UK Value Opportunities Fund

Matthew will outline how a peculiar set of circumstances has created a once in a generation opportunity for stockpickers in this out of favour asset class and explain how he is exploiting it in the Premier Miton UK Value Opportunities Fund.

Fund manager, Premier Miton UK Value Opportunities Fund
Premier Miton

Matthew joined Premier Miton in October 2022. He began his investment career in 2006 at Allianz Global investors where he was lead manager for the Allianz UK Opportunities Fund from late 2010 until July 2022. He also managed the Brunner Investment Trust from 2016 until July 2022, becoming lead manager in May 2020.

Smaller emerging markets at a time of high inflation

Redwheel Next Generation Emerging Markets Equity Fund

The sharp tightening of monetary policy in advanced economies has often triggered financial stress in emerging markets, witnessed in the 1980s and again in the mid-1990s. The recent tightening cycle has played out differently. In response to rising inflation, EM central banks were quicker to act. Going forward, the re-jigging of global supply chains and electrification of industries might continue to exert inflationary pressure on the developed world while James expects smaller EM to be key beneficiaries of these trends.

Portfolio manager

James is the co-head of the emerging and frontier markets team and joined Redwheel in 2015. His aim is to create a greener and more sustainable landscape for frontier markets. He was previously senior managing director at Everest Capital from 1996 to 2015.

Global equity income: edge through life-cycle investing

With more than three years of investing in global equities, against the backdrop of growing inflation, higher interest rates and volatile markets, global equity income fund manager, Niko de Walden, will talk about the advantages that the team and fund are able to exploit through its differentiated life-cycle investment process.

Fund manager
Royal London Asset Management

Niko is the manager of the Global Income Fund, co-manager of the UK Dividend Growth Fund and deputy manager of the UK Equity Income Fund. He joined RLAM in 2014 as an equity analyst. He was previously a graduate trainee at Henderson Global Investors, working principally in performance analysis.

Only the best will do: quality growth investing and managing portfolio risk

Seilern World Growth

Quentin will discuss the quality growth investment philosophy and process that Seilern has successfully employed for more than 30 years. He will outline the benefits of running a concentrated portfolio of between 17-24 equities and explore how he manages risk within the portfolio through the lens of the healthcare sector.

Analyst and portfolio manager
Seilern Investment Management

As a member of the Investment Team, Quentin's primary focus is seeking out new opportunities for the Seilern Universe, as well as conducting fundamental research on existing companies. He joined Seilern in 2018, having previously worked as an analyst on the European Long/Short Fund at BlueCrest Capital. He started his career at Macquarie Bank, working both in London and in Hong Kong.

Dare to be different: time for value

UBS UK Equity Income Fund

Value investing has a long-term pedigree and is well suited for the equity Income sector. It remains an unloved style and this is a big opportunity. All styles of active investing are cyclical and ‘value’ is cheap right now. Value is not just a style it is a tool for individual stockpicking and today’s opportunity set is unusually wide.

Head of global value
UBS Asset Management

Steve is lead manager on the UBS UK Equity Income fund. He initially joined UBS AM in 1986 and trained as a UK equity portfolio manager before moving to a European healthcare analyst role in 2000. He re-joined the UK equity value team in 2009 as part of a managed succession plan, becoming head of the team in 2015.