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STOCKHOLM • 28 NOVEMBER 2017

BENEFIT FROM THE KNOWLEDGE OF LEADING FUND MANAGERS

Speakers

Kyle Kloc - Fisch
NameKyle Kloc, CFA
Job titleSenior Partner at Fisch Asset Management
CompanyFisch Fund Services
TitleGlobal High Yield - Two Areas of Special Focus: Rising Stars/Fallen Angels and Emerging Markets
ContentKyle will speak about two corners of the global high yield market that offer interesting alpha possibilities due to the inefficiency of credit markets. Investments in issuers on the cusp between IG and HY offer very interesting opportunities on the way down the rating scale but also the way up. Depending on the year, an investor may focus more on one or the other, but opportunities there almost always exist. In a further area that Kyle will explore, Emerging market corporates also can enhance returns as the market remains young and inefficient. However, an investor has certain other risks that must be evaluated before investing in this segment.
BiogKyle is a member of the credit team, contributing his expertise to the global high yield and corporate bond strategies. His research coverage includes U.S. and European issuers. Prior to joining Fisch, Kyle worked for 15 years at Deutsche Asset Management, previously DWS Investments, in Frankfurt. He served as co-head of global and European high yield strategies from 2007 until 2015 and was the lead portfolio manager for the global high yield construction team. Before he worked as a high yield portfolio manager for four years and two years as a high yield analyst. Kyle began his career in 2000 as an analyst at ING Barings BHF-BANK. He studied at the University of Pennsylvania, graduating with a B.A. in International Studies and earned a B.S. in Economics from the Wharton School.
James Clunie - Jupiter
NameJames Clunie
Job titleHead of Strategy, Absolute Return and Fund Manager of the Jupiter Global Absolute Return fund
CompanyJupiter Asset Management
TitleGlobal Long/Short à la Jupiter
ContentAlternative investments have become essential components of investors’ portfolios due to the fact that they have the potential to generate returns – often uncorrelated with major asset classes – regardless of a market backdrop. James Clunie, Head of Strategy, Absolute Return is using his recognised specialisation in single stock short-selling to manage the Jupiter Global Absolute Return fund. During his presentation James is going to explain how he pursues an evidence-based, slightly contrarian strategy and how he predominantly invests in global equity markets through fundamental, bottom up research while seeking to generate attractive risk adjusted returns.
BiogJames joined Jupiter in 2013. Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.
Neil Brown - Liontrust
NameNeil Brown
Job titleInvestment Manager
CompanyLiontrust Asset Management
TitleLiontrust Sustainable Future – SF Pan European Fund
ContentNeil Brown will examine how incorporating trends and changes in sustainability directly into the investment process provides an information advantage in finding outperforming companies outperform.

Our Sustainable Future Investment philosophy contends that investors underestimate the value of sustainable and responsible businesses. We seek to identify these companies and exploit this market inefficiency. Environmental, social and governance issues can affect business operations, future earnings and therefore value. By analysing these aspects of companies and integrating them directly into our investment decisions we can deliver investment returns that benefit from sustainable trends and outperform mainstream benchmarks.
BiogBefore joining Liontrust in April 2017, Neil spent five years at ATI as SRI Investment Manager. Neil’s investment career started at Pensions & Investments Research Consultants where he was a senior researcher. In 2004, he moved to Threadneedle Asset Management where he worked as Pan European equity analyst and was also head of governance and responsible investment. Neil moved to Aviva Investors in 2008.
Neil is lead fund manager on the SF European Growth OEIC and SF Pan European SICAV. He is co-fund manager on the SF UK Growth and UK Ethical funds.
Neil has an MSc in Development Economics from the School of African & Oriental Studies and a BA (Hons) in Economics from the University of Manchester. He holds the CFA Society of the UK Investment Management Certificate.
Neil is also the immediate past Chair of the UN Principles for Responsible Investment Integration Working Group.
Daniel Tubbs - Murabaud
NameDaniel Tubbs
Job titlePortfolio Manager / Analyst
CompanyMirabaud Asset Management
TitleGem Equities, is the rally nearly over?
ContentGlobal Emerging Market (GEM) equities have been one of the best performing asset classes year to date. GEM equities have been supported by a synchronised global recovery, improving world trade and loose global liquidity. With the Fed looking to tighten and quantitative easing gradually being withdrawn, is the rally in GEM near to an end? Dan will share his thoughts on the short and long term outlook for GEM equities.
BiogDaniel Tubbs, Portfolio Manager / Analyst, heads the Global Emerging Markets equity research and portfolio management team within Mirabaud Asset Management. Mr Tubbs manages the Mirabaud – Equities Global Emerging Markets and Mirabaud – Equities Asia ex Japan funds, and has experience in the portfolio management industry since 1997.
Prior to joining Mirabaud Asset Management in 2012, Daniel spent over four years at BlackRock, where he co-headed the GEM team and managed around $2.5bn. Daniel previously spent six years at West LB Asset Management as Head of Asia ex Japan, managing an Asian Equity fund (which was ranked in the top quartile over one, three and five years) and contributing to the GEM long-only and Hedge Funds. Mr Tubbs started his career at the accounting firm Arthur Andersen.
Daniel holds a degree in Accountancy and European Studies from Exeter University and is also a ACA chartered accountant and a CFA charterholder.
Ben Leyland - J O Hambro
NameBen Leyland
Job titleSenior Fund Manager
CompanyJ O Hambro Capital Management
TitleQuality Value Investing: Heads we win, tails we don’t lose too much
ContentIt is well known that equity markets are at all-time highs and volatility is extremely low. Meanwhile corporate leverage is elevated. This is not historically a good starting point for long term equity returns. Rather, this is an environment to tread carefully, remain patient and maintain discipline. These priorities are at the core of the Global Opportunities Fund, a fund with a proven record of delivering long term outperformance with lower than average risk. Our mantra is “heads we win, tails we don’t lose too much”.
BiogBen has 14 years’ industry experience and has been with JOHCM since April 2006 when he joined to work with John Wood on the UK Opportunities Strategy, latterly as a Fund Manager. He was previously at Schroder Investment Management as a financial analyst in their Pan-European equity research department. Ben is a CFA Charterholder and holds a MA (Hons) in History from the University of Cambridge.
Steve Butler - Artisan
NameSteve Butler
Job titleSenior Product Specialist, Director
CompanyArtisan Partners
TitleFinding Compelling Global Growth Opportunities: Artisan Partners Growth Team
ContentArtisan Partners is a high value-added investment firm with a talent-driven business model that seeks to give its portfolio managers the degrees of freedom necessary in today’s investing environment to build successful strategies. Over the 20 years Artisan Partners’ Growth Team has managed its strategies, increased flexibility has ensured the team is able to employ a go-anywhere approach to finding compelling growth opportunities that are positioned to generate attractive profit cycles. The team’s recent launch of its new Global Discovery Strategy follows on the team’s long history and offers a differentiated approach to capitalising on global growth opportunities.
BiogSteve joined Artisan Partners in November 2012 and has over 25 years’ industry experience. He is a senior product specialist at the firm and has responsibility for institutional marketing of the strategies managed by the firm's growth team, including the Artisan Global Opportunities and Global Discovery strategies. Steve began his career in the money management industry at Sanford C. Bernstein, where he served in various roles, including as a portfolio manager for global equities. Prior to joining Artisan Partners, Steve was a senior vice president and head of institutional sales at Horizon Kinetics. Before that, he held institutional sales roles at Corbin Capital Partners, Evercore Asset Management and AllianceBernstein. He holds a bachelor's degree in marketing from Santa Clara University.