Investment Week Select - 26th January
14:30 - 17:05 | Live Online

Please find the details for the 26th January event below. 


1

2 3 4 5

A

14:30 - 15:05

RWC Partners (1)

TM RWC UK Equity Income Fund

Catalyst Fund Managers

Catalyst Global Real Estate Fund

SESSION FULL
AXA Investment Managers

Managers UK Equities

SESSION FULL

PGIM Investments

PGIM Jennison Global Equity Opportunities Fund / PGIM Jennison Emerging Markets Equity Fund

Reams Asset Management

Reams Unconstrained Bond Fund

B

15:10 - 15:45

SESSION FULL

RWC Partners (2)

Next Generation Emerging Markets Equity Fund

Sanlam Investments

Sanlam Multi-Strategy Fund

SESSION FULL

AXA Investment Managers

Managers UK Equities

Octopus Investments

FP Octopus UK Micro Cap Growth Fund

SESSION FULL

Eagle Asset Management

Eagle U.S. Small Cap Strategy

C

15:50 - 16:25

RWC Partners (1)

T M RWC UK Equity Income Fund

SESSION FULL

Catalyst Fund Managers

Catalyst Global Real Estate Fund

SESSION FULL

Matthews Asia

Matthews Asia ex Japan Dividend Fund

SESSION FULL

PGIM Investments

PGIM Jennison Global Equity Opportunities Fund / PGIM Jennison Emerging Markets Equity Fund

Reams Asset Management

Reams Unconstrained Bond Fund

D

16:30 - 17:05

SESSION FULL

RWC Partners(2)

Next Generation Emerging Markets Equity Fund


Sanlam Investments

Sanlam Multi-Strategy Fund


SESSION FULL

Matthews Asia

Matthews Asia ex Japan Dividend Fund

SESSION FULL

Octopus Investments

FP Octopus UK Micro Cap Growth Fund

SESSION FULL

Eagle Asset Management

Eagle U.S. Small Cap Strategy


AXA Investment Mangers

Chris St John, Portfolio Manager

Fund: AXA Framlington UK Mid Cap Fund

Sterling Prospects

UK investors may be familiar with the arguments in favour of overweighting UK equities this year, including a brighter economic backdrop, attractive valuations and improving sentiment. We believe mid cap equities are a ‘must-have’ asset class for the year ahead and long term. Take the FTSE 250 Index for example, which has returned 8.7% per annum over 10 years, 8.8% per annum over 20 years and 10.8% per annum over 30 years – we see no reason why this will change.

In this presentation, Chris St John will outline his investment process and how he uncovers under-researched companies capable of compounding their earnings and delivering long-term returns for investors.


Catalyst Fund Managers

Jamie Boyes, CA (SA), Portfolio Manager & Director

Fund: Catalyst Global Real Estate Fund

Catalyst Global Real Estate Fund

Globally, developed market government bond yields are near rock bottom and in some cases, negative.

Real Yields (Yields after inflation) are largely in negative territory. For many investors, moving to higher nominal rates available from government bonds in emerging economies involves shouldering risks that are simply too much to bear.

Against this complex and challenging backdrop, investors should focus on debt instruments issued by large, household name companies who are cash generative and able to weather the economic storm of COVID - 19. Even if the economic downturn from COVID-19 extends materially or worsens, there is reasonable risk reward available from exposure to strong balance sheets of the large, household names companies. Extra return can be generated in this environment through careful security selection including different classes of debt across the corporate capital structure.


Eagle Asset Management

Matthew McGeary, CFA, Portfolio Manager

Fund: Eagle U.S. Small Cap Strategy

Eagle U.S. Small Cap Strategy

Matt McGeary, CFA, portfolio manager for Eagle Asset Management, will discuss his team’s approach to U.S. small cap investing. After a year in which the Russell 2000 experienced both its worst quarter and its single best month, McGeary will discuss the importance of having a disciplined and opportunistic investment process which can capitalize on inefficiencies in the U.S. small cap market.


Matthews Asia

Yu Zhang, CFA, Portfolio Manager

Fund:  Matthews Asia ex Japan Dividend Fund

Tapping Asia’s Domestic Growth with Dividend Stocks

Yu Zhang will present the Matthews Asia ex Japan Dividend Fund, a total return strategy that seeks to access the growth of Asia ex Japan with lower volatility. He will explore the role of dividends in identifying promising long-term growth opportunities, including the growth of a dividend culture in the emerging and frontier parts of the region. He will discuss the role of small- and mid-cap stocks in the portfolio and how the portfolio gains exposure to Asia’s domestic consumption story and its growing middle class.


Octopus Investments

Richard Power, Head of Quoted Smaller Companies

Fund: FP Octopus UK Micro Cap Growth Fund

Why Now for UK Smaller Companies

For more than a decade, the FP Octopus UK Micro Cap Growth Fund has attracted investors who like to do their own research. The kind of investor who looks for a fund manager that does their homework, and for an investment team that has sharpened its skills over many years. The fund through its ability to identify earlier stage, faster growth smaller companies, can help unlock superior returns. Our fund managers have over 700 meetings with companies every year. And often we’ll have met with a company’s management long before they list. The fund is the best performing fund, within its sector, over 3 years.


PGIM Investments

Raj Shant, Managing Director and Portfolio Specialist at Jennison Associates

Fund: PGIM Jennison Global Equity Opportunities Fund

Fund: PGIM Jennison Emerging Markets Equity Fund

2021 Awaits: What to Expect in Global and Emerging Markets Growth Equities

2020 was a year of social, professional, and technological disruption. Technologies such as digital payments, telehealth, and data warehousing saw soaring rates of adoption, while demand for commercial office space and retail properties tumbled. While lower market returns make it harder for investors to meet long-term financial goals, the ability to identify and invest early in disruptive and innovative companies with long-duration growth potential is critical to successful growth investing. Raj Shant, Managing Director and Portfolio Specialist at Jennison Associates, a PGIM business, will examine what lies ahead for equity investors and which disruptive trends will drive the global investment paradigm in the upcoming years. He’ll also explain how the team are positioning the funds to take advantage of growing secular trends and the importance of ESG considerations when evaluating high growth companies.



Reams Asset Management

Clark W. Holland, CFA, Portfolio Manager

Fund: Unconstrained Bond Fund

Reams Unconstrained Bond Fund

Our philosophy is grounded in disciplined pursuit of the most attractive risk-adjusted returns available across the bond market at any given point in time. Seeking returns in this manner, we utilise an opportunistic, benchmark-agnostic approach that has always emphasised long-term value and total return, not simply maximising yield. Our top-down views focus on reacting to relative value opportunities in an effort to take advantage of volatility, rather than relying on economic forecasting and predicting market movements. We believe the pillars of our approach differentiate us from our peers – total return vs. yield, reactive vs. predictive, principal risk vs. volatility of returns.


RWC Partners (1)

Ian Lance, Portfolio Manager

Fund: TM RWC UK Equity Income Fund

False Dawn or New Regime: Why The Rotation to Value Will Continue

We don’t know for sure whether the recent rotation from growth to value is yet another false dawn or the start of a regime change, but we can surmise that the severity of the moves were the result of record wide dispersion in valuations between growth and value stocks, lopsided market positioning and illiquid markets. None of these factors has changed in the last two months. With an economic recovery also looking more likely in 2021, investors should begin to increase their exposure to value stocks.


RWC Partners (2)

James Johnstone, Portfolio Manager

Fund: RWC Next Generation Emerging Markets Equity Fund

Next Generation - The Return Of The Tourist

Next generation emerging markets equities offer investment opportunities in economies similar to those of the now large emerging markets 10-15 years ago: light-manufacturing, commodity and tourism economies. These countries are at an earlier stage of development but are set to grow with good leadership. Their companies possess strong fundamentals, encouraging thematic growth and attractive valuations amid an encouraging global macroeconomic backdrop.


Sanlam Investments

Mike Pinggera, Head of Multi-Strategy

Fund: Sanlam Multi-Strategy Fund

Sanlam Multi-Strategy Fund 

As we enter 2021 investors are faced with multiple challenges including Covid-19, Brexit, extended valuations and ultra-low rates. In this context is now a good time to consider increasing allocations to absolute return funds? Mike Pinggera, Head of Multi-Strategy discusses the thematic and systematic strategies employed in the Sanlam Multi-Strategy fund. Launched in 2013 the fund aims to participate in rising markets and defend capital during downturns.