Investment Manager
- Managed the UK equity institutional funds from 2009 to 2020 and the Baring UK Growth Trust from 2008 to 2017. Had full responsibility for stock selection, portfolio construction and trading.- Produced consistently strong performance. The low risk UK equity institutional funds delivered annualised excess returns of 3.6% over 1 year, 3.5% over 3 years and 1.1% over the 11 years managing the strategy. The Baring UK Growth Trust was ranked in the 5th percentile of its peer group over 1 year and in the 25th percentile over 3 years.- Invested for the long term. Stocks were held for over 5 years on average, with winners run and losers cut. Annual turnover was approximately 25%. The funds held between 30 and 40 stocks.- Favoured high quality companies with sustainably strong business models and superior ESG profiles, which are more likely to innovate, allocate resources efficiently and continue to grow into the future.