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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.
James Anderson joined Lingotto in April 2023 as Managing Partner and CIO of the Lingotto Innovation Strategy. James brings with him 40 years of investing experience. Prior to joining Lingotto, James was a Partner at Baillie Gifford from 1987 until 2022. He led Baillie Gifford’s flagship fund, the Scottish Mortgage Investment Trust from 2000 until his departure.
He led much of the firm’s growth strategy for the past few decades as co-manager of several additional funds (International Concentrated Growth and Global Outliers strategies, Long-Term Global Growth strategy, and Vanguard International Growth strategy) and through his many leadership roles.
James has served as a member of the Advisory Board of the government sponsored Kay Review and Chair of the subsequent industry working group that set up the UK Investor Forum. James graduated with a BA in History from the University of Oxford. After postgraduate study in Italy and Canada he gained an MA in International Affairs in 1982. James is a Trustee of the Johns Hopkins University and Chairman of Swedish investment company Kinnevik.
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.
Alan R. Christensen is the President and Head of Investment Risk and ESG at Fayez Sarofim & Co. Mr. Christensen is a member of the Fayez Sarofim & Co.’s Executive and Investment Committees.
In addition to overseeing the Firm’s marketing, client service, operations and technology initiatives, Mr. Christensen is a co-manager of the mutual funds that Fayez Sarofim & Co. manages for BNY Mellon, the Sarofim Equity Fund and the Sarofim Global Equity Fund. He is also a portfolio manager for a variety of institutional and high net worth clients. Mr. Christensen joined the Firm in 2005 as an Associate. Over the years, areas of research and responsibility have included companies in the technology and industrials sectors.
Mr. Christensen received a M.B.A. with Distinction from Cornell University in 2005, where he was a Park Fellow and a B.A. in Economics and History from Washington & Lee University in 1995, where he graduated cum laude. Prior to joining Fayez Sarofim & Co., he was employed with Alvarez & Marsal as a Director and Accenture as a Senior Manager in Capital Markets. He currently serves as a Director of Sarofim ICAV and Sarofim Trust Company. Mr. Christensen is a graduate of the Center for Houston’s Future Leadership Forum and is a member of YPO (Young President’s Organization.) He previously served on the boards of Annunciation Orthodox School, Palmer Memorial Endowment Fund and the Tompkins County Community Foundation.
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.
Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France.
He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989. Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.
Stephanie is co-portfolio manager of the Global Sustainable Equity strategy within the Sustainable Equity team at Ninety One. Prior to joining the firm Stephanie worked at Aviva Investors where she was co-portfolio manager for the Global Equity Endurance Fund, a top performing global equity strategy awarded the 5 Globe Morningstar sustainability rating and low carbon designation.
Before this Stephanie worked for Tesco Pension Investment managing the Global Equity Fund. Here she had joint responsibility for building and establishing the global equity investment process, generating excellent performance over five years in long term investing. Other roles include partner and portfolio manager at Javelin Capital LLP, and Stephanie started her career on the global equity team at Goldman Sachs. She is a member of the Girls Who Invest Advisory Board, a non-profit organisation dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders. Stephanie is also a co-opted member of the Finance and Administration Committee of the John Whitgift Foundation, a mentor for Girls Are Investors, and an ambassador for the Diversity Project. She was previously a board trustee and member of the Financial & Audit Committee and Nominations Committee of Humanism UK, a mentor within the CFA UK Mentoring Programme, and a member of the board of trustees for the COIF Charity Funds. Stephanie graduated from Merton College, University of Oxford with a Double First in Modern History and recently received the Certificate of Sustainable Investing from the University of Cambridge. Stephanie is a CFA® Charterholder.
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.
Stephen is the Lead Manager of the WS Blue Whale Growth Fund. Having started his career in the Hargreaves Lansdown investment team, he left the company in 2007 to pursue his interest in asset management.
He went on to work at New Star, Artemis and Nevsky Capital. Stephen co-founded Blue Whale Capital in 2017, with backing from Peter Hargreaves, co-founder of Hargreaves Lansdown.
Blue Whale Capital is a London-based boutique asset management firm. Co-founded by Peter Hargreaves and Stephen Yiu, the firm is committed to delivering consistent, significant outperformance. The WS Blue Whale Growth Fund, the firm’s flagship strategy, launched in September 2017. It is a long-only global equity fund, focusing on large-cap stocks in developed markets. The investment team adopts a high-conviction, valuation-driven approach to construct a concentrated portfolio of high-quality businesses.
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.
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.
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 founded Chartwell Capital in 2007, and currently serves as the Chief Investment Officer, spearheading the firm’s investment strategy and chairing the Investment Committee. Ronald holds positions as a board member of the Financial Services Development Council of Hong Kong, a committee member of the Listing Committee and the Public Shareholders Group at the Securities and Futures Commission of Hong Kong, and an Independent Non-Executive Director of Hong Kong Ferry Holdings, Lee & Man Paper Manufacturing Limited, and Powerlong Commercial Management Holdings.
Previously, he served as a Listing Committee member of The Stock Exchange of Hong Kong from 2016 to 2022.
In addition to his professional roles, Ronald is a frequent contributor to the South China Morning Post. He is also recognized as an author, having written two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders and The Value Investors: Lessons from the World’s Top Fund Managers.
Ronald graduated from the Stern School of Business at New York University, where he received Bachelor of Science degrees in Finance and Accounting. He is actively involved in his alma mater as the Vice President of the university’s Pan-Asia Alumni Committee. Furthermore, he serves as a member of the Board of Trustees at Malvern College in Hong Kong and Worcester Academy in Massachusetts, U.S.A.
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