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Carson Block is the Founder and CEO of Muddy Waters Capital LLC, an investment firm that conducts deep fundamental and due diligence-based investment research on companies around the globe, including in fundamental strategies focusing on corporate investigations, resources, and the “Vindia” (Vietnam, India) theme; and, systematic flows-driven strategies.
Muddy Waters gained fame in 2011 following the publication of its research on Sino-Forest Corp., which exposed the company as a massive fraud. Campaigns conducted by Muddy Waters have led to numerous financial restatements by companies, preceding 10 de-listings and over $1 billion in judgments and settlements by subject companies.
Prior to forming Muddy Waters, Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China.
James joined Lindsell Train in 2010 and is a portfolio manager. He has jointly managed global equity portfolios since 2015 and is responsible for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Zoology from the University of Cambridge.
Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is the founding portfolio manager for the Artisan Non-U.S. Growth strategy since 1996 and the Global Equity strategy since 2012 including the Artisan International and Global Equity Funds/UCITS.
Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995.
Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale.
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.
Ramiz Chelat joined Vontobel in July 2007 as a Senior Research Analyst within Quality Growth. In 2016, his role expanded to also include Portfolio Manager. His current responsibilities entail managing the Global Equity and Emerging Markets Equity strategies and conducting research analysis on individual stocks, which may be included in the Quality Growth portfolios.
He focuses on the consumer discretionary, consumer staples, and communication services sectors. Prior to joining Vontobel, he was Head of Consumer and Media Research at Macquarie Hong Kong from 2004 to 2007, and an analyst at Macquarie Australia from 2000 to 2004. From 1999 to 2000, he was a financial analyst at Optus. He began his financial career in 1997 at Ernst & Young, where he worked as a Senior Accountant until 1999. Ramiz received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. Moreover, he is a qualified Chartered Accountant, as a member of the Institute of Chartered Accountants of Australia and New Zealand. He is also a CFA® charterholder.
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.
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.
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.
Hugh Yarrow is the co-founder of Evenlode and is the lead Portfolio Manager of Evenlode Income, having launched the fund in October 2009.
He previously managed several equity income funds at Rathbone Unit Trust Management. Hugh graduated from Edinburgh University with a first-class degree in Philosophy and Mathematics. He is also a fellow of the Chartered Institute for Securities and Investment.
Mark Baribeau is the head of global equity and a global equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison’s global equity strategies.
He is a member of the Jennison Management Team. Prior to joining Jennison in 2011, Mark was a global equity and large cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. He is a CFA charterholder.
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