Programme

This event takes place live online using Zoom and the agenda outline is below. During the event you will be able to see the presenter, their slides and you will have the opportunity to ask questions. We strongly encourage the use of video during the event to maximise engagement  


10:25-10:30

Welcome address by Investment Week


Virtual Room 1 Virtual Room 2Virtual Room 3

10:30-11:05

Barings
FUND: Europe Select Trust

Octopus Investments
FUND: FP Octopus UK Micro Cap Growth Fund

GAM Investments
FUND: GAM Star Credit Opportunities

11:10-11:45

Octopus Investments
FUND: FP Octopus UK Micro Cap Growth Fund

GAM Investments
FUND: GAM Star Credit Opportunities

Barings
FUND: Europe Select Trust

11:50-12:25     

GAM Investments
FUND: GAM Star Credit Opportunities

Barings
FUND: Europe Select Trust

Octopus Investments
FUND: FP Octopus UK Micro Cap Growth Fund


Barings

William Cuss, Investment Manager

Fund: Europe Select Trust

Big Opportunities in European Smaller Companies – the Barings Approach

European smaller companies offer a number of compelling investment opportunities and in fact, have outperformed their larger peers over time. In particular, persistent information inefficiencies stemming from a lack of research creates a potential opportunity to add value through active management.

In this presentation William Cuss, Small Cap Equities Co-Manager at Barings, will demonstrate how Barings seeks to take advantage of the opportunity in European small-caps, while also carefully managing the inherent risks—with the ultimate aim of identifying attractively valued companies whose strategic positioning and competitive strengths can drive sustained improvements in returns

GAM Investments

Jeremy Smouha, Chief Executive Officer of Atlanticomnium (UK)

Fund: GAM Star Credit Opportunities

Generate high quality income with subordinated debt in a low rate environment

In times of uncertainty investors should care more about credit quality than high income, yet subordinated debt can provide both. Jeremy Smouha will discuss the income appeal of investing in the subordinated debt of mainly investment grade companies to provide comfort for clients in an uncertain world. He will explain why, in the financials sector, investment grade banks and insurers especially have the resilience to absorb negative effects from Covid-19 and remain the cornerstone of his bullish view on the subordinated debt asset class.


Octopus Investments

Richard Power, Head of Quoted Smaller Companies

Fund: FP Octopus UK Micro Cap Growth Fund

The long-term case for UK Smaller companies investing

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 year. 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 top decile over 1, 3 and 5 years.