Agenda & Sessions


AGENDA:

08:30 - 09:00

Registration & Breakfast


BOARDROOM 1 BOARDROOM 2 BOARDROOM 3
09:05 - 09:40

Royal London Asset Management
Fund: RL Global Equity Select Fund
Speaker: Peter Rutter

Havelock London Ltd
Fund: LF Havelock Global Select
Speaker: Matthew Beddall

Premier Miton
Fund: Premier Miton Global Sustainable Growth Fund
Speaker: Duncan Goodwin


09:45 - 10:20

Premier Miton
Fund: Premier Miton Global Sustainable Growth Fund
Speaker: Duncan Goodwin

Royal London Asset Management
Fund: RL Global Equity Select Fund Speaker: Peter Rutter

Havelock London Ltd
Fund: LF Havelock Global Select

Speaker: Matthew Beddall

10:25 - 11:00

Havelock London Ltd
Fund: LF Havelock Global Select Speaker: Matthew Beddall

Premier Miton
Fund: Premier Miton Global Sustainable Growth Fund
Speaker: Duncan Goodwin

Royal London Asset Management
Fund: RL Global Equity Select Fund Speaker: Peter Rutter

11:00 - 11:15

Refreshment Break

11:15 - 11:50

PGIM
Fund: PGIM Jennison Global Equity Opportunities Fund

Speaker: Raj Shant

Amundi
Fund: Amundi Funds Polen Capital Global Growth Fund
Speaker: Jeff Mueller

Natixis Investment Managers
Fund: Harris Associates Global Equity Fund Speaker: Daniel A. Nicholas CFA

11:55 - 12:30

Natixis Investment Managers
Fund: Harris Associates Global Equity Fund
Speaker: Daniel A. Nicholas CFA

PGIM
Fund: PGIM Jennison Global Equity Opportunities Fund
Speaker: Raj Shant

Amundi
Fund: Amundi Funds Polen Capital Global Growth Fund
Speaker: Jeff Mueller

12:35 - 13:10

Amundi
Fund: Amundi Funds Polen Capital Global Growth Fund
Speaker: Jeff Mueller

Natixis Investment Managers
Fund: Harris Associates Global Equity Fund
Speaker: Daniel A. Nicholas CFA

PGIM
Fund: PGIM Jennison Global Equity Opportunities Fund
Speaker: Raj Shant

13:10 End of briefing


SESSION SYNOPSIS:



Amundi: Amundi Funds Polen Capital Global Growth Fund

Growth Through the Cycle

Jeff Mueller, Portfolio Manager and Analyst 

Not all earnings power is equally resilient. This is a concept we have embraced for more than 30 years. The Amundi Funds Polen Capital Global Growth Fund, looks to own and hold for the long term, 25-30 of the best businesses in the word. These companies are competitively advantaged, offering differentiated products and value-added services with stable and growing margins and mid-teens earnings growth. The fund has a 5-star Morningstar* ratting, has returned annually 19,2% vs. 13,2%¹ (MSCI ACWI NR) over 5 years as end of September 2021 with an upside/downside capture ratio of 110/78. The fund is classed SFDR8 and has a 5 Morningstar Globe sustainability rating.

1 Net performance figures of the I2 USD Share Class as 30/09/2021
* Sustainability Rating as of 31/08/2021.


Havelock London: LF Havelock Global Select

Modern Investment Management - Why valuation matters

Matthew Beddall, Chief Executive Officer, Havelock London Ltd

It seems that financial markets have increasingly become dominated by price insensitive buyers. This label applies equally to the passive index investor who implicitly accepts current prices as the best guide to true value, the speculator who hopes to flip their purchase to a “greater fool” and the optimist who believes a company is so destined for success that there is no price at which it is too expensive. Investing based on the perceived value of what you are buying requires analysis that links financial markets to the real economy. It is time consuming and offers few high-octane thrills. It is vital however, as a great company doesn’t necessarily make a great investment if you pay too much for it.


Natixis Investment Managers: Harris Associates Global Equity Fund

The new normal for value investing - from the 'reopen' trade and beyond

Daniel A. Nicholas, CFA, Client Portfolio Manager, Harris Associates

Harris Associates employs an intrinsic value investment approach to seek out significantly under-priced companies with strong business fundamentals and proven management teams. Join us for a discussion on value vs growth performance and prospects for a value recovery, views on what the “new normal” may look like following the pandemic and portfolio positioning including the Harris Associates Global Equity fund’s exposure to the “reopen” trade.


PGIM: PGIM Jennison Global Equity Opportunities Fund

Disruption's Next Chapter: Will innovation extend the growth cycle?

Raj Shant, Managing Director and Portfolio Specialist at Jennison Associates

The extraordinary pandemic-induced social, professional, and technological disruption— and the ongoing digital transformation of consumers and enterprises continues to revolutionise the way we live, work, and operate as a society. Secular trends that were already in motion went into overdrive, widening the gap between struggling “old economy” companies and innovative business models. E-commerce, digital payments, streaming, and cloud computing technologies proved their value through this period and have been broadly adopted by both businesses and consumers. While companies in these areas saw their stock prices skyrocket amid the turmoil, the true transformative potential of many companies in these areas remains largely underestimated and provides substantial runway for future growth and wealth creation. Raj Shant, Managing Director and Portfolio Specialist, will describe how the team uncovers companies driving structural shifts in their industries, building sustainable competitive advantages and emerging as global leaders. He will also detail the importance of ESG considerations when evaluating high growth companies, and explain how the team is positioning the PGIM Jennison Global Equity Opportunities Fund to take advantage of long term growth trends.


Premier Miton: Premier Miton Global Sustainable Growth Fund, Premier Miton Global Sustainable Optimum Income Fund

How to give a global sustainable fund bite, without any FAANGS

Duncan Goodwin, Fund Manager, Premier Miton

With more ESG and sustainable funds starting, the concerns around “greenwashing” grow. Managing a portfolio to both non-financial and financial goals opens the door to potential conflicts. One example of this to us is the number of sustainable/ESG funds investing in the FAANGs. Such an investment is understandable given the FAANGs large weighting in global and US indices as well their strong recent share price performance. We believe ESG and particularly governance risks makes some of the FAANGs hard to justify owning in an ESG/sustainable fund. In our session, we discuss alternatives to FAANGs and highlight how we look to manage fund performance with sustainable and ESG considerations. We believe the outlook is exciting for a global sustainable approach and highlight current positioning.


Royal London Asset Management:  RL Global Equity Select Fund

A counterweight to global growth exposure and a strategy for the seasons?

Peter Rutter, Head of Equities, Royal London Asset Management

Peter Rutter, Head of Equities, will highlight RLAM’s proprietary Corporate Life Cycle, triple diversification, and valuation discipline. At a time when style rotations are intense and growth is a highly crowded trade, this strategy allows the team to build a portfolio that has been able to outperform across multiple style and macro environments through differentiated stock picking.