Agenda

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Registration & Breakfast

Boardroom 1

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Columbia Threadneedle
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Royal London Asset Management
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Marlborough

Boardroom 2

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Marlborough
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Columbia Threadneedle
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Royal London Asset Management

Boardroom 3

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Royal London Asset Management
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Marlborough
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Columbia Threadneedle
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Networking Break

Boardroom 1

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Harding Loevner
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UBP
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Evenlode

Boardroom 2

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Evenlode
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Harding Loevner
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UBP

Boardroom 3

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UBP
-
Evenlode
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Harding Loevner
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Lunch & Close of Conference

Session Details:


Speaker: Peter Ewins, Director, Global Small Cap 

Fund: The Global Smaller Companies Trust

Investing in high quality, profitable global smaller companies.

Peter Ewins, Lead Manager of The Global Smaller Companies Trust will look at the global outlook for equities in a smaller company context at a time of ongoing uncertainty around the economic prognosis. He will discuss how the fund is presently positioned geographically and across sectors and where the investment team see the best current opportunities from a valuation perspective. The Global Smaller Companies Trust aims to secure a high total return by investing in smaller companies worldwide. The Trust is one of the largest and longest established specialist smaller company investment vehicles investing around the globe, with a 53 year unbroken record of dividend growth.



Speaker: Chris Mack, CFA - Portfolio Manager & Analyst

Fund: Harding Loevner Global Equity Fund 

Global Quality-Growth Investing: A better framework for investment decisions

For the last 34 years, Harding Loevner’s sole focus has been investing in high-quality, growing companies with a long-term, global perspective. To pinpoint those companies, we designed a highly structured, bottom-up process that incorporates our understanding of how behavioural biases can impact decision making. Portfolio Manager Chris Mack will highlight the distinctive features of the Harding Loevner approach, including the firm’s attention to behavioural finance, as well as offer his perspectives on global equity markets and opportunities beyond mega-cap Technology.


Speaker: Niko de Walden, Fund Manager

Fund: Global Equity Income

Global Equity Income: Edge through life cycle investing

With over three years of investing in global equities, against the backdrop of growing inflation, higher interest rates and volatile markets, global equity income Fund Manager, Niko de Walden, will talk about the advantages that the team and fund are able to exploit through its differentiated Life Cycle investment process.



Speaker: Tim Humphreys, Fund Manager

Fund: Marlborough Global Essential Infrastructure

Why essential infrastructure?

The highly experienced managers of Marlborough Global Essential Infrastructure invest in companies that provide facilities essential for the basic functioning of a society, such as water and gas pipelines, electricity cables and mobile phone towers. These assets are likely to continue to be used regardless of the economic backdrop and the companies providing them can offer attractive, dependable yields underpinned by robust long-term cash flows and strong inflation-protection characteristics. Exposure to these companies can provide important portfolio diversification benefits and historically this has reduced volatility and improved long-term returns. 


Speakers: Chris Elliot, Fund Manager & Christina Dyer, Investment Analyst

Fund: TB Evenlode Global Equity Fund

‘Raising the Bar for Quality’

Evenlode views equity investments as fractional ownership stakes in real companies. To get the most out of your investment, you need to find the best quality companies. Chris Elliott, co-manager of the Evenlode Global Equity Fund will explain the philosophy behind identifying these high quality growth compounders – the companies with a competitive advantage that can sustain high returns on invested capital for a long time. He’ll also talk about how a proactive approach to stewardship and engagement enhances the risk management process, encourages positive change and helps support long-term shareholder value.






Speaker: Eleanor Taylor-Jolidon, Co-Head of Swiss and Global Equity Team

Fund: UBAM - 30 Global Leaders Equity

UBAM - 30 Global Leaders Equity: focusing on high and stable value creation for long-term outperformance

UBAM - 30 Global Leaders Equity’s approach is simple yet unique. It focuses on the active selection of 30 diversified companies with superior levels of value creation exclusively, as well as growth opportunities. The fund delivers on a strong track record since 2013, with downside protection in volatile markets and participation in the upside. It also offers strong ESG characteristics with a lower carbon footprint, and a better corporate sustainability than the global equity market as well as an SFDR Article 8 classification. The fund is managed by a stable and experienced team, who have worked together following the same investment approach for over 15 years, and has now around USD 2bn AUM.