Anu Narula Email & Phone Number

London Area, United Kingdom

• Head of Global Equities
• Lead Manager on Global Equity Product, GARP
• Lead Manager Global Equity Thematic Focus, a 25 stock portfolio, multi-thematic and ESG
• Lead Manager on Global Equity High Income, 40 stock portfolio with yield 1.4x the MSCI AC World, also thematic and ESG

United Kingdom

• Lead Manager on Global Equity High Income.
• Co-Manager, AxaFramlington Global Opportunities Fund, $500mn AUM
• Top quartile 5 year performance in Global Equity Citywire
• Top quartile Global Income performance since inception
• Fund bridges top down thematic approach with robust bottom up stock selection.
• Responsible for portfolio strategy, construction and stock selection

London And Cardiff, UK

• Fund Manager focusing on country equity futures.
• Primary responsibility for Asia & Emerging Markets Universe but covers all global countries.
• Performance +10% absolute on own P&L over 12 month period. Biggest draw down of 2.3% and biggest up month of 4.8%. Annualised downside standard deviation of 1.9% and sortino ratio of 1.4
• Own P&L comprises approx 1/3 of Fund’s $30mn assets i.e. $10mn.
• Manage Global Sector trades using long/short framework

London And Cardiff, UK

• Part of team of 5 that launched the Fund in July 2005 with $30 million under management from Fleming family and Hodge Bank.
• Responsible for adapting macroeconomic valuation model to Emerging Market countries.
• Set-up and maintained earnings momentum model for all countries in universe.

London, UK

• Managed Morley Pooled Pension Fund which involved developing stock ideas, analysing companies, assessing portfolio strategy on the basis of theme, geography and sector. The Fund’s objective was to outperform the MSCI.
• Team together managed 7 other portfolios with combined assets under management of £1bn.
• Initiated and researched stock ideas using Economic analysis, sell-side research, in-house valuation models leading to performance of +10% relative for Institutional Fund and top quartile for Retail Funds over 2 year.
• Pioneered new theme for 2004 – Redistribution of Wealth through intuition, extensive strategy, economic analysis and overseas trips.

London, U.K.

• Assisted in Portfolio Construction through rigorous stock spreadsheets, input into team meetings and benchmark analysis.
• Contributed to and led company meetings, analyst presentations and undertook 2 trips to the US and India to meet company managements.

London, UK

Master Of Business Administration - Mba

B.Sc. (Hons.), Economics

Education record