Gordon Mackay

Gordon Mackay Email and Phone Number

Global Technology Equities | Member Board of Trustees | CFA UK Mentoring Programme Volunteer @ Janus Henderson Investors
Gordon Mackay's Location
United Kingdom, United Kingdom
About Gordon Mackay

- Highly experienced Fund Manager with a strong track record of investment performance across global and emerging markets.- Lead Portfolio Manager for the Janus Henderson Global Equity Unit Trust & Article 8 SICAV which were top quartile in their peer groups over three years to end 2022, very close to top quartile over five years and top quartile over the six years which I was a PM for the strategy.- Portfolio Manager for the North American Equity portfolio of Bankers Investment Trust which outperformed its benchmark substantially during the period which I was responsible for the sleeve.- Award winning performance during the decade I spent as a Portfolio Manager in a team managing Asia Pacific ex Japan and Emerging Market Equities.- Demonstrably successful in marketing as evidenced by material institutional business wins for both global and Asian equities.- Team player who is adaptable, self-motivated and extremely diligent.- Able to communicate very effectively with other investment professionals.

Gordon Mackay's Current Company Details
Janus Henderson Investors

Janus Henderson Investors

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Global Technology Equities | Member Board of Trustees | CFA UK Mentoring Programme Volunteer
Gordon Mackay Work Experience Details
  • Janus Henderson Investors
    Research Analyst
    Janus Henderson Investors Feb 2024 - Present
    Edinburgh City, Scotland, United Kingdom
  • Janus Henderson Investors
    Portfolio Manager, Global Equities
    Janus Henderson Investors Sep 2016 - Jan 2023
    Edinburgh, United Kingdom
    Lead Portfolio Manager since 2019 for the Janus Henderson Global Equity Strategy with over $2bn of assets. Generated top quartile performance over three years and very close to top quartile performance over five years to end December 2022. Longer term performance also within the top quartile of peers.Portfolio manager for the North American equity assets of Bankers Investment trust which outperformed its benchmark by a cumulative 900bps over the period which I was responsible for the fund.Portfolio manager for the concentrated global equity sleeve of the Janus Henderson International Opportunities mutual fund which outperformed its benchmark by ~670bps p.a. over the five year period ending December 2022.Won six institutional global equity mandates since joining the firm including one segregated client account that were approximately $750m in size as at end 2021.Collaborated closely with the Janus Henderson Central Research Team based primarily in Denver, sharing investment ideas, meetings with corporates and jointly attending investor conferences.
  • Speirs & Jeffrey
    Senior Investment Analyst
    Speirs & Jeffrey Mar 2015 - Sep 2016
    Generated investment ideas across a broad range of sectors from a UK / Global Equity stock perspective and helped mentor other investment analysts at the firm. Also assisted in the evaluation of external funds for client portfolios across a broad range of asset classes.
  • Ignis Asset Management
    Investment Manager - Asia & Em
    Ignis Asset Management May 2004 - Sep 2014
    Award winning performance as part of a team managing £1.6bn of Asia Pacific and Emerging Market Equities. (FT Pension and Investment Provider Award for Active Asia Pacific Equity in 2009 and S&P Capital Long Term Grading for Asia Pacific Investment Performance awarded in 2012.Generated outperformance in excess of 500bps at the aggregate portfolio level from positive stock selection across all core funds over three years to end December 2013. Contribution documented in historic annual appraisals.Achieved maximum performance fees for core funds over 1 and 3 years in 2013 and also in 2011 when the performance fee structure was introduced.Gained over £200m in new third party institutional fund flow across a number of Asian Equity mandates over the last five years.Contributed to the successful presentation of key attributes of the investment process on an ongoing basis in order to maintain the "Buy" rating which Russell Investments has awarded the Ignis Asian Equity Product.Mentored and coached an exceptionally successful graduate who, after working closely with me for three years, joined a leading hedge fund in London as a portfolio manager. Following that she was hired by one of the world's most successful hedge funds in North America and spent four years there as Head of Emerging Market Equities before setting up her own Research Firm in 2018.
  • Abbey National Asset Managers
    Investment Manager - North America
    Abbey National Asset Managers Jan 1997 - Apr 2004
    Co-managed the Scottish Mutual North American Unit Trust which was ranked in the first quartile of its peer group over the seven year period from January 1997 to February 2004.Gained experience across a broad range of sectors including consumer staples, financials, technology and healthcare as part of a small team managing over £1bn of North American equities.

Gordon Mackay Skills

Equities Portfolio Management Capital Markets Investment Strategies Emerging Markets Investments Bloomberg Asset Management Equity Valuation Transportation Services Us Equities Asset Managment Valuation Financial Markets Investment Management

Gordon Mackay Education Details

Frequently Asked Questions about Gordon Mackay

What company does Gordon Mackay work for?

Gordon Mackay works for Janus Henderson Investors

What is Gordon Mackay's role at the current company?

Gordon Mackay's current role is Global Technology Equities | Member Board of Trustees | CFA UK Mentoring Programme Volunteer.

What schools did Gordon Mackay attend?

Gordon Mackay attended University Of Strathclyde.

What skills is Gordon Mackay known for?

Gordon Mackay has skills like Equities, Portfolio Management, Capital Markets, Investment Strategies, Emerging Markets, Investments, Bloomberg, Asset Management, Equity Valuation, Transportation, Services, Us Equities.

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