Navigation Search
Close

Select your location and role to view strategy and fund content

United Kingdom
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Singapore
  • South Africa
  • Sweden (Sverige)
  • Switzerland
  • United Kingdom
  • United States
  • International
Professional Investor
  • Professional Investor
  • Individual Investor

Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

By entering you agree to our Terms & Conditions
  • Thank you

    Thank you for joining us

    I’d like to thank you for attending Wednesday’s Global Insights conference.

    I trust you found the event worthwhile and that it demonstrated the breadth and depth of our investment expertise across asset classes. As we start 2018, we believe that the themes we discussed will provide useful additional insight as you manage your portfolios.

    In addition, should you have any additional feedback on the event, We’d be delighted to hear from you.

    Thank you for your continued support.

    Denis Skeate

  • Presentations

    Presentations

    Wednesday 23 January

    When a defensive approach is required
    John Stopford, Head of Multi-Asset Income

    UK Equity Income investing through uncertain markets
    Blake Hutchins, Portfolio Manager

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

    The emergence of Quality in Asia
    Charlie Dutton, Portfolio Manager 

    You might also be interested in...
    Whitepaper: Investing in Asia the Quality way

    Generating consistent returns from smaller companies
    Matt Evans, Portfolio Manager

    Would you like any Value with that?
    Alessandro Dicorrado, Portfolio Manager

    You might also be interested in...
    Viewpoint: Rumours of Value Investing's death greatly exaggerated

  • Speakers

    Speaker profiles

    Denis Skeate

    Sales Director, UK Client Group
    Joined the firm in 2005
    Joined the industry in 2003

    Denis is the sales director for the South within the UK Client Group at Investec Asset Management. He is responsible for supporting discretionary asset managers, top end advisory clients, stockbrokers and regional life company clients. Prior to joining Investec Asset Management, he worked at Morgan Stanley within the client relations team.

    Read more

    Denis graduated from the University of Cape Town in South Africa with a Bachelor of Business Science (Hons) degree in Finance. He also holds the Investment Management Certificate (IMC).

    John Stopford

    Head of Multi-Asset Income
    Joined the firm in 1993
    Joined the industry in 1990

    John is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies. During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004.

    Read more

    John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management.

    John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.

    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.

    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.

    Read more

    He also manages the Temple Bar Investment Trust. 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.

    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.

    Read more

    He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. 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 Honours (Cum Laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.

    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.

    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.

    Alessandro Dicorrado

    Portfolio Manager
    Joined the firm in 2011
    Joined the industry in 2004

    Alessandro is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. In 2011, Alessandro joined Investec Asset Management as an analyst in the Value team. Previously he worked at J.P. Morgan Chase & Co as a fixed income derivatives salesperson in London.

    Read more

    He graduated from UCL in 2004 with a Bachelor of Science (Hons) degree in Economics and holds a Master’s degree in Finance from the London Business School. He has passed Level III of the CFA Programme.

  • Venue

    Bristol Marriot Royal Hotel

    Bristol

    Wednesday 24 January 2018
    Bristol Marriot Royal Hotel
    College Green
    Bristol BS1 5TA

    If you are driving to the conference, please email alex.bailey@investecmail.com with your car registration by Friday 19th January and we shall arrange a space in the hotel car park for you. This can be accessed via College Green through an archway next to the main entrance.

  • Pedal the Pond

    Pedal the Pond

    Four take on toughest rowing race on the planet in support of mental health awareness charity The Charlie Waller Trust


    The challenge

    In terms of the crossing itself, this route is dubbed in rowing terms as the toughest race on the planet and spans just over 3000 miles from Gran Canaria (28oN 18oW) to Nelson’s Dockyard English Harbour, Antigua (17oN 61oW).

    If successful this will be the first time in human history this particular route has ever been completed by pedal power alone. The team is hoping to complete the journey in 30-50 days thus creating world records for the fastest pedalo, first four man pedalo, youngest pedaloers, first pedal powered crossing on this route and potentially the fastest man-powered crossing of the Atlantic.

    The aim

    The team is aiming to raise awareness amongst young people on the issue of mental illness.

    ‘We're four young men in the demographic that statistics show are the most affected by suicide.
    'Alongside beneficiary charity The Charlie Waller Memorial Trust, we want to help educate people on the signs of depression, which could help save lives.'

    How you can get involved?

    Follow the team's news on Twitter @PedalThePond

    Visit their website, pedalthepond.com

    Donate