Finding Value in the UK

Published on 13 January 2021

Finding Value in the UK

Wednesday 10th February 2-3pm (GMT)

About the event:

UK equities appear to offer attractive value relative to other developed markets. ‘Growth and momentum’ strategies have reached extreme levels compared to ‘value and income’ after more than a decade of low interest rates and increasing allocation to passive investments. Find out why an active, valuation-disciplined approach within the UK could be poised to deliver superior performance from four investment trust managers with decades of experience.

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Speaking at the seminar

Rob Murphy - Managing Director, Investment Cos, Financials & Client Engagement, Edison

Charlie-Thomas-Jupiter-Asset-ManagementManaging Director equity research at HSBC London. Analyst and fund manager roles specialising in the global financials sector at Gladstone Partners, Merebis Capital, GLG Partners, Gartmore, JPMorgan Investment Mgmt and JanusHenderson. Full CFA charter holder.

Alastair George, Chief Investment Officer, Edison

Jonathan, SDCLAlastair started his career at Goldman Sachs, where he worked in equity research as an investment strategist. He has more than a decade of buy-side experience, primarily as a senior event-driven portfolio manager at Lehman Brothers. In his role at Edison he is focused on delivering disciplined, value-based and actionable investment strategies.

Joanne Collins - Investment Trust Analyst, Edison

Jonathan, SDCL9 years as Client Relationship Director at Payden & Rygel Global London. Economist with Daiwa, SMBC, Nomura in London and Deutsche Bank Sydney. CFA charter holder, Fellow of FINSIA, recipient of UK Society of Professional Economists Rybczynski Prize for Business Writing.

Simon Gergel - Portfolio Manager, The Merchants Trust / CIO UK Equities, Allianz Global Investors

Jonathan, SDCLSimon joined AllianzGI in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.

James de Uphaugh - Fund Manager, Edinburgh Investment Trust and CIO Majedie Asset Management

Jonathan, SDCLJames de Uphaugh is a UK equity fund manager and Majedie Asset Management’s Chief Investment Officer. He has 32 years' investment experience and has been the Manager of Edinburgh Investment Trust since March 2020. Before co-founding Majedie in 2002, he was a Managing Director at Mercury Asset Management. James holds a Master of Arts degree in Economics from Jesus College, Cambridge. He also holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Alex Wright - Portfolio Manager, Fidelity Special Values

Jonathan, SDCLAlex Wright joined Fidelity in 2001 as a research analyst and has covered a number of sectors across the market capitalisation spectrum. He has managed the Fidelity Special Situations Fund since January 2014 and has been portfolio manager of the Fidelity UK Smaller Companies Fund since its launch in February 2008. He has also been responsible for managing Fidelity Special Values PLC since September 2012. Alex has a BSc (Economics) from Warwick University, where he graduated with First Class Honours, and he is also a CFA Charterholder

Laura Foll - Co-Fund Manager, Lowland Investment Company

Jonathan, SDCLLaura Foll is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position she has held since 2014. Laura was appointed co-manager of Lowland Investment Company in November 2016 after working with her co-manager, James Henderson, as deputy manager on the portfolio for the previous three years. Laura joined Henderson in 2009 as part of the graduate scheme. She was subsequently named a global analyst and later an assistant fund manager for the Global Equity Income Team. Laura graduated with a BSc degree (Hons) in economics and economic history from the London School of Economics. She holds the Chartered Financial Analyst designation and has 12 years of financial industry experience.

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This is an invitation-only event. Edison reserves the right to decline requests to attend from people not directly invited.