Peter Kaye Email & Phone Number

Romsey, England, United Kingdom

Main focus - Running a 60-80 small/micro-cap stock US equity portfolio using the key process elements of the Melchior North American Opportunities Fund. Using screens to identify dramatic opportunities ONLY in the style categories of Deep Value and Aggressive Growth (as defined by Dr I Hussain) and avoiding the stodge that makes up most of the broader indices. No risk controls in portfolio construction but overall exposure actively managed via cash weighting according to market environment.… Show more Main focus - Running a 60-80 small/micro-cap stock US equity portfolio using the key process elements of the Melchior North American Opportunities Fund. Using screens to identify dramatic opportunities ONLY in the style categories of Deep Value and Aggressive Growth (as defined by Dr I Hussain) and avoiding the stodge that makes up most of the broader indices. No risk controls in portfolio construction but overall exposure actively managed via cash weighting according to market environment. Use of cheap/free systems (Koyfin, Seeking Alpha Quant, Marketsmith, eSignal......) in place of the legacy Factset/Bloomberg. 100+% ahead of S&P500 over 3 years......Happy to share........ Show less

London, United Kingdom

Most experienced portfolio manager on the London based, US equity team of Fidelity in London. Responsible for the $1.5bn Fidelity American Fund (UK OEIC) – the fund was in the first quartile of its peer group from May ‘13 (post transition) until July ’15 (source : Morningstar). Implemented a growth biased, multi-cap process for the Fidelity American Fund with a focus on stock selection.

London, United Kingdom

Manager of the Melchior North American Opportunities Fund.Launched the Melchior North American Opportunities fund (MNAOF) in 2004 with $20m in seed money and grew the fund to $300m through asset gathering in the UK and Europe. The net return on MNAOF (after a 1.65% annual fee) was 38.8% over the 8 years from December 2004 compared to the S&P500 return of 19.9%. The fund was in the top quartile of its peer group of US equity OEICs over my tenure.

London

Managed the US equity team of Henderson Global Investors. Implemented a clear investment process using screening of a broad universe to identify under-appreciated companies undergoing some form of inflection. Validation of the approach exemplified by the purchase of Apple in October 2003 (EV of $4bn). Individual funds managed included the Henderson Horizon American Equity Fund and the US component of several large high profile Global Equity Investment Trusts.

London, United Kingdom

Responsible for establishing a UK based team to run US Equity assets relocating from the US back to London. Recruited and led a four person team. Implemented the growth based process developed by FIS.

London, United Kingdom

Joined as a graduate in 1994 and assigned to the US team in 1996. Analyst roles in Healthcare and Consumer Stapes in 1996-98. Enhanced a growth based process with a focus on fundamental bottom-up research and detailed accounting analysis to reveal the real underlying growth power of individual companies. First funds managed in late 1996. Co-Manager of the highly successful Mercury US Equity retail funds including the Mercury American and Mercury Selected Trust North American both AAA rated… Show more Joined as a graduate in 1994 and assigned to the US team in 1996. Analyst roles in Healthcare and Consumer Stapes in 1996-98. Enhanced a growth based process with a focus on fundamental bottom-up research and detailed accounting analysis to reveal the real underlying growth power of individual companies. First funds managed in late 1996. Co-Manager of the highly successful Mercury US Equity retail funds including the Mercury American and Mercury Selected Trust North American both AAA rated by S&P research. Show less