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Nick co-founded Lindsell Train Limited in 2000 and is the firm’s Chairman. He is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolios. Nick has over 40 years’ experience in investment management.
Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years at GT Management where his final role was as Chief Investment Officer for Pan-Europe, having built long investment track records in both UK and Global equities. Nick has a degree in Modern History from the University of Oxford.
Fabio heads the Listed Equity Manager Research team at WTW, leading the global research efforts across active, smart beta and passive equity strategies. As part of his role, Fabio is a member of the Equity Investment Committee, tasked with managing WTW’s equity funds and discretionary equity portfolios. Fabio also works as lead advisor to several large institutional investors on their equity portfolios.
Prior to joining WTW, Fabio worked with JPMorgan Asset Management as investment analyst in its multi-manager division. He previously worked as a sell-side analyst at Banca IMI. Fabio has a MSc in Economics and Finance from the Bocconi University in Milan and is a CFA charterholder.
Alexandra (Alex) is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. She has been with the firm since 2004. Alex has been co-manager of SGA’s International Growth Portfolio since its inception in 2015.
Before her career in the investment industry, Alex was a practicing medical doctor in Korea. Prior to joining SGA, she was an Associate Director and an equity analyst at Bear Stearns, where she was responsible for coverage of large cap biotechnology companies, and served as a member of the firm’s global healthcare research team. Previously, Alex was employed at JP Morgan as an equity research analyst. Alex has an M.D. from Yonsei University in Korea and an MBA from Harvard Business School. She was born in South Korea, grew up in South Korea and the Philippines, and is fluent in Korea.
Rebecca Irwin is a portfolio manager for the global equity and global sustainable strategies as well as a research analyst covering consumer discretionary and consumer staples. Rebecca joined Jennison in 2006.
Previously, she was a health care analyst at Viking Global Investors. Prior to that, she was with UBS and Salomon Smith Barney. Earlier in her career, she was a corporate associate at Fried, Frank, Harris, Shriver & Jacobson. Rebecca received a BA in economics from Queen’s University at Kingston, an LLB from the University of Toronto, and an LLM from Harvard Law School.
William Low joined Nikko AM in August 2014 as a Portfolio Manager with overall responsibility for the Global Equity team in its Edinburgh office. William has been managing equity portfolios for 37 years.
Prior to joining Nikko AM, he was Director of Equities at Scottish Widows Investment Partnership (SWIP). William built a robust team and process that harnessed strengths in researching companies and constructing high-conviction investment portfolios. This team joined Nikko AM in 2014.
Before SWIP, William worked at BlackRock for 15 years as a Portfolio Manager, and at Dunedin Fund Managers as an Investment Manager.
William holds a BSc (Hons) in Geology from the University of Edinburgh.
Eric currently serves as the chief investment officer, with primary responsibility for portfolio management and strategy across all of Jensen’s products. Eric spent nearly fourteen years with Arthur Andersen LLP as a senior audit manager, providing a wide variety of services to clients of all sizes in both the public and private sectors.
He earned a BS in business administration with a focus in accounting from Oregon State University. Eric serves as a trustee for the Oregon State University Foundation Board of Trustees and is currently the immediate past board chair. He is also a past president of the Oregon State University Alumni Association. He serves as a director for the Western Golf Association, which administers and oversees the Evans Scholars Foundation. He serves on the Executive Committee for the Oregon Golf Association, currently as treasurer and previously as president.
Kunal is Co-Portfolio Manager for Global Emerging Markets Equities at GIB Asset Management. Kunal has over 10 years of experience in investing in Emerging and Frontier Markets, having most recently been a Partner at Mobius Capital Partners.
Prior to Mobius Capital Partners, he was the Lead Manager of the award-winning Neptune India Fund as Head of Indian Equities, and also served as a portfolio manager on the Neptune Global Emerging Markets Fund. Kunal graduated from Oxford University with a first-class degree in Economics and Management and is a CFA Charterholder.
Ronald W. Chan founded Chartwell Capital in 2007, and serves as Chief Investment Officer and joint Portfolio Manager. He has authored two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders in 2010 and The Value Investors: Lessons from the World’s Top Fund Managers in 2012. Both books have been translated into several languages, including Chinese, Japanese, Thai, and Portuguese.
Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested $300 million in control positions of a dozen Canadian private companies.
Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990’s and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.
Laure Négiar joined Comgest in 2010 and is an Analyst and Portfolio Manager specialising in Global equities. She is also a non-executive member of the Board of Partners and the Global Equity Team manager.
Laure co-manages Comgest’s Global and EAFE (Global ex-US) strategies as well as the team’s segregated accounts.
Before joining Comgest, she worked at BNP Paribas Equities & Derivatives in Paris and London, and prior to that worked in several roles within the US government.
Laure obtained a Bachelor’s degree in Public Policy from Stanford University (with Honours and Phi Beta Kappa) before graduating on the Dean’s list with an MSc in Management from the HEC business school in France. She is also a CFA® charterholder.
Christopher Rossbach is a Co-Founder, Managing Partner and Chief Investment Officer of J. Stern & Co., a private investment partnership based in London and Zurich. Chris is also the portfolio manager of the Firm’s World Stars Global Equity Fund.
Stern invests with a long-term, fundamental, value-based approach and manages money for families, trusts, charities, endowments, institutions, and other long-term investors.
Chris holds a BA from Yale University, where he was a Humanities major and awarded the Scott prize (1873) for modern languages, and a MBA from Harvard Business School.
He is Chair of the Warburg Charitable Trust of the Warburg Institute, a Trustee of the University of London and Chair of its Investments Committee, both in London, and a member of the Atlantik-Brücke, an association of German business and political leaders, in Berlin.
Together with Jerome Stern, Chris co-founded Stern in 2012. Before that, Chris founded Merian Capital where he was Managing Partner and Portfolio Manager. Before that, worked at firms including, Magnetar Capital’s, Lansdowne Partners and Perry Capital. Before, moving to London, Chris started his career in investment banking at Lazard Frères in New York.
Angela Wu is an analyst on the Artisan Partners Growth Team. In this role, she conducts fundamental research, primarily focusing on internet and media companies. Prior to joining Artisan Partners in October 2022, she was head of corporate strategy with Snap Inc. (Snapchat).
Before that, Angela was a partner covering global internet, software, and consumer companies with EMS Capital, a fundamental research-driven long-short equity hedge fund. Earlier in her career, Angela was an associate at Warburg Pincus and an analyst at Goldman Sachs. Angela holds a bachelor’s degree in economics and history from Yale University.
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