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  • Thank You

    Thank you for joining us

    On behalf of Investec Asset Management, including all the speakers from the event, I’d like to thank you for attending our Global Insights conference in Edinburgh. I trust that you found the event worthwhile.

    The aim of the event was to demonstrate the breadth and depth of our investment expertise across key asset classes. I trust that the themes we discussed provided you with additional investment ideas and insight for your portfolios.

    We are always looking at ways that we can develop and improve the event, so I’d be delighted to receive any feedback you may have.

    Thank you for your continued support.

     

    Fred's Signature

    Fred Dewhurst

  • Presentations

    Presentations

    Thursday 1 November, 2018

    Forecasting Europe’s future
    Michael Power, Strategist

    The emergence of Quality in Asia
    Charlie Dutton, Portfolio Manager

    UK income investing through uncertain markets
    Blake Hutchins, Portfolio Manager

    Unconstrained credit in a rising rate environment
    Jeff Boswell, Strategy Leader

    Generating consistent returns from smaller companies
    Matt Evans, Portfolio Manager

    When a defensive approach is required
    Jason Borbora, Assistant Portfolio Manager

  • Speakers

    Speaker profiles

    Fred Dewhurst

    Sales Manager
    Joined the firm in 2015
    Joined the industry in 2013

    Fred is Sales Manager for Scotland, Northern Ireland and Isle of Man in the UK Client Group at Investec Asset Management. Prior to his role, Fred worked as a sales associate at Investec for 2 years after moving from Harrington Cooper LLP.

    Read more

    Fred completed the Business Management 2:1 qualification at University of Newcastle upon Tyne and holds the Investment Management Certificate from the CFA Institute.

    Michael Power

    Strategist
    Joined the firm in 2002
    Joined the industry in 1985

    Michael joined Investec Asset Management as a strategist in December 2002. His current responsibilities include understanding how the shift in the centre of economic gravity from West to East is impacting on the world of investment and in particular how it is opening up new investment opportunities for Investec’s global client base.

    Read more

    He began his career working in the Middle East department of Chase Manhattan Bank before joining Anglo American's corporate finance department in South Africa. Michael then worked in the London corporate finance department of NM Rothschild & Sons where his work had a strong natural resource emphasis.

    Having completed a 4x4 overland safari through Africa, Michael then worked for HSBC-Equator Bank in Kenya for four years. He returned to the UK to work at Baring Asset Management as a director in their emerging markets department, where he was head of Africa and the Middle East as well as heading the natural resources sector, and was also portfolio manager for the Pan African Simba Fund.

    Michael graduated from the University of Cape Town with a Phd in Economics. He also holds an MA in International Business and Law from the Fletcher School at Tufts and a BA in Politics, Philosophy and Economics from the University of Oxford.

    Alastair Mundy

    Head of Value, Portfolio Manager
    Joined the firm in 2000
    Joined the industry in 1988

    Alastair is Head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management.

    Alastair 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.

    Read more

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

    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.

    Read more

    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.

    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.

    Read more

    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.

    Charlie Dutton

    Portfolio Manager
    Joined the firm in 2016
    Joined the industry in 1997

    Charlie is a portfolio manager in Investec Asset Management’s Quality team. His focus is on global investments, in particular Asian equities. Prior to joining the firm, Charlie was a portfolio manager at Coupland Cardiff Asset Management, an Asian investment firm.

    Read more

    Before that he held senior positions at J.P. Morgan; he was the director of Asia Pacific Research and head of Asia Pacific Consumer Research. Charlie has a Bachelor of Science degree in Geography from Durham University and has 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.

    Read more

    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.

    Jeff Boswell

    Strategy Leader, Developed Market Credit
    Joined the firm in 2015
    Joined the industry in 2001

    Jeff is responsible for managing and leading the development of the developed markets credit platform at Investec Asset Management. His responsibilities include acting as a portfolio manager across a range of Investec Asset Management credit funds.

    Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies.

    Read more

    Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development a third party asset management CLO platform alongside. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa).

    Jeff holds a Bachelor of Commerce degree with Honours (cum laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.

    Matt Evans

    Portfolio Manager
    Joined the firm in 2017
    Joined the industry in 1998

    Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios.

    Read more

    He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps. He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.

    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.

    Read more

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

  • Venue

    Waldorf Astoria

    Edinburgh, Thursday 1 November 2018

    Waldorf Astoria
    Princes Street
    Edinburgh, EH1 2AB