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  • Thank you

    Thank you from Stephen Capon

    Sales Director - UK Client Group

    I’d like to thank you for attending our Global Insights conference yesterday.

    I trust you found the event worthwhile and that it demonstrated the breadth and depth of our investment expertise across asset classes. I believe that the themes we discussed will provide you with useful insight as you manage your portfolios over the remainder of 2017 and into 2018.

    Should you have any additional feedback on the event, or questions on the presentations or our Funds, I’d be delighted to hear from you.

    Thank you for your continued support.


    Stephen Capon

  • Presentations


    Wednesday 21 June

    A world view, uncertainty or opportunity?
    Philip Saunders; Co-Head of Multi-Asset Growth

    Creating a quality equity income portfolio
    Blake Hutchins, Portfolio Manager

    Using defensive income to provide resilient growth
    Jason Borbora, Assistant Portfolio Manager

    Commodities at a turning point?
    Tom Nelson, Head of Commoditiese and Resources

    Constructing a core UK equity portfolio for uncertain markets
    Simon Brazier, Co-Head of Quality 

    Contrarian themes, value opportunities
    Alastair Mundy, Head of Value

  • Speakers

    Speaker profiles

    David Aird

    Managing Director, UK Client Group
    Joined the firm in 2000
    Joined the industry in 1988

    David is managing director of the UK Client Group at Investec Asset Management, responsible for retail and institutional business in the UK and Ireland. David initially joined Investec Asset Management as sales director for UK & Europe in 2000.

    Prior to Investec Asset Management, David worked at Gartmore Asset Management with responsibility for capital raising for their hedge fund business. Previously, David was head of institutional pooled sales in the UK and offshore areas for Fleming Investment Management.

    David started his career as a Chartered Accountant after graduating from Nottingham City University with a degree in Accounting and Finance.

    Philip Saunders

    Co-Head of Multi-Asset Growth
    Joined the firm in 1981
    Joined the industry in 1981

    Philip is co-head of Multi-Asset Growth at Investec Asset Management, he is also a portfolio manager for Multi Asset total return, global multi-asset and protected strategies.

    He began his investment career in 1982 as an analyst at Guinness Mahon & Co Limited, assuming management responsibility for the company’s managed currency funds in 1984. In 1987, he became a founding director of Guinness Flight Global Asset Management, which was later acquired by Investec Asset Management in 1998, and led its successful Global Fixed Income team. In 2000 he joined the Multi-Asset team, becoming Head in 2004.

    Philip graduated from Cambridge University with a MA in History in 1980.

    Jason Borbora

    Assistant Portfolio Manager
    Joined the firm in 2015
    Joined the industry in 2011

    Jason is an assistant portfolio manager in the Multi-Asset Team at Investec Asset Management.

    Jason joined the firm, initially as an analyst, from Pan Asset Capital Management where he was an Assistant Fund Manager responsible for Multi Asset Portfolios. Previously, Jason worked for BlackRock, where he was an analyst.

    Jason studied Law at Oxford University and holds an Investment Management Certificate. He has also passed level III of the CFA Programme.

    Blake Hutchins

    Portfolio Manager
    Joined the firm in 2014
    Joined the industry in 2007

    Blake is a portfolio manager at Investec Asset Management. He is manager of the UK Equity Income Fund, co-manager of the Global Quality Equity Income Fund, backup portfolio manager on the UK Alpha Fund and an analyst within the Quality team. Blake is based in the firm’s London office. Prior to joining the firm, Blake worked for Threadneedle where he was responsible for retail and institutional assets. He has been managing funds since 2011 having started his career with Aviva Investors in 2007.

    Blake graduated from the University of Edinburgh with a MA Honours degree in Economics and Politics. In addition, Blake holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

    Simon Brazier

    Co-Head of Quality
    Joined the firm in 2014
    Joined the industry in 1998

    Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, and manager of the Investec UK Alpha Fund and the Luxembourg domiciled Investec GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office. Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over 14 years having started his career with Schroders in 1998.

    Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate.

    Alastair Mundy

    Head of Value
    Joined the firm in 2000
    Joined the industry in 1998

    Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management.  He manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust.

    Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.

    Tom Nelson

    Head of Commodities & Resources
    Joined the firm in 2012
    Joined the industry in 2005

    Tom is the head of Commodities & Resources at Investec Asset Management. He joined the team in 2012 as co-portfolio manager of the Global Energy Fund.

    Prior to Investec Asset Management, Tom spent seven years at Guinness Asset Management. He was part of the team that managed the outsourced Investec Global Energy Fund from 2005 to 2008, and was subsequently instrumental in the launch of the Guinness Global Energy Fund in 2008. Tom was co-portfolio manager of the Guinness Global Energy Fund and was also co-portfolio manager of the Guinness Thematic Equity Fund from its launch in 2010. He was also co-portfolio manager of the Guinness Energy Hedge Fund.

    Tom holds the UKSIP Level 3 Certificate in Investment Management and an MA in Modern Languages (French and German) from the University of Oxford.

  • Venue

    Hyatt Regency Hotel


    Wednesday 21 June 2017
    Hyatt Regency Hotel
    2 Bridge St
    Birmingham B1 2JZ