Speakers and topics

Why you should be looking at the biotechnology sector for investment

AXA Framlington Biotech Fund.

The success of vaccines and therapeutics developed during the Covid pandemic shone a global spotlight on the biotechnology sector. However, from an investment perspective it remains somewhat under the radar. Offering investors diversification and exposure to innovation-led growth Linden will highlight near-term commercial opportunities in obesity and Alzheimer’s disease. She will also discuss other early-stage technologies that have similar potential to make a real difference for patients.

Portfolio manager
AXA Investment Managers

Linden has been responsible for managing the biotechnology strategies at Framlington Equities, since 2011. She is also the global biotechnology specialist in the internal research organisation. Prior to AXA IM, she worked at Clear River Capital where she was responsible for pharmaceutical and biotechnology research. She started her career in 2003 at Goldman Sachs.

Investing with (social) impact: widening opportunities in inclusive growth

GS Global Social Impact Equity Portfolio

The drive towards reducing social inequality and fostering more inclusive societies represents one of today’s greatest imperatives, whilst also offering access to a range of exciting investment opportunities. In this session, Marina will outline what she believes are significant tailwinds for companies providing impact solutions for society as a whole, how these can translate into compelling investment opportunities and how investors aim to measure the impact generated.

Goldman Sachs Asset Management

Marina is a member of the fundamental equity team, co-managing several thematic impact strategies including the GS Global Social Impact Equity Portfolio. She has covered this role since joining NN IP (now GSAM BV) in 2020, bringing more than 10 years of experience in sustainable investing across a range of geographies from Paris to Nicaragua.

Value chains and investment opportunities in powering the green transition

JSS Sustainable Equity – Green Planet

The global transition towards a greener economy presents a plethora of investment opportunities. J. Safra Sarasin is an asset manager committed to delivering attractive returns while integrating sustainability and this session aims to explore the potential investment prospects within value chains. By emphasising a selection of key themes, the team can construct a concentrated portfolio that not only generates attractive financial returns but also maximises exposure to green revenues, thereby fostering positive outcomes for investors and the planet alike.

Investment specialist
J. Safra Sarasin Asset Management

Joëlle joined J. Safra Sarasin in 2019 as a sustainable equity investment specialist. She focuses on SFDR Article 8 and 9 funds, including those with a thematic angle. Prior to her current position, she worked at Credit Suisse in the impact advisory and finance department as an impact and sustainable fund selection analyst.

Back to basics: a focus on credit
selection in investment grade

Global Market Duration Investment Grade

Ian will review Muzinich’s Global Market Duration Investment Grade Fund, as well as discussing the opportunities in investment grade credit more broadly. He will also speak about Muzinich & Co's relative value views within credit, its views on rates and monetary policy, as well as how its funds are currently positioned.

Portfolio manager
Muzinich & Co

Ian joined Muzinich in 2013. He hasresponsibilities on the investment grade and crossover strategies. Prior to joining, he spent two years at the Royal Bank of Canada in its wealth and investment management division and previously worked at Lazard and JP Morgan.

Finding value in global
small-cap equities

Overstone Ucits Global Smaller Companies

While smaller caps have traditionally outperformed larger companies, the past five years have seen a reversal of this trend. So what’s next? Harry will examine the case for global, small cap and value. During the presentation, the merits of this asset class will be investigated from both a top-down and bottom-up perspective, examining the opportunity offered by the representative index through to stock examples.

Portfolio manager
Oldfield Partners

Harry joined OP in 2011. He manages global smaller companies portfolios and contributes to the overall investment selection. Previously, he was a research analyst with Herald IM covering the media sector.

Global small cap: the beginning of a multi-year uptrend

Premier Miton Global Smaller Companies Fund

Global small caps have struggled in recent years due to the dominance of large cap tech, a potential upcoming recession and a bear market. However, this may now present a buying opportunity, as historically global small caps have tended to outperform when the economic news is at its worst and continue to outperform for several years afterwards. Imogen will outline how to take advantage of this via the Premier Miton Global Smaller Companies fund and its focus on quality companies with positive earnings momentum. Idea generation takes place across the globe, within a macroeconomic-aware framework.

Fund manager
Premier Miton Investors

Imogen joined Premier Miton in 2020 from Aberdeen Standard Investments where she was a member of the global smaller companies team. Prior to this, she worked at Allianz Global Investors in Hong Kong from 2013 to 2016.

Only the best will do

Seilern America

Quentin will discuss the quality growth investment philosophy and process that Seilern has successfully employed for more than 30 years. He will outline the benefits of running a concentrated portfolio of between 17-24 US equities and explore the role that Seilern America can play in professional intermediaries' portfolios.

Research analyst and portfolio manager
Seilern Investment Management

Quentin is a research analyst and portfolio manager. As a member of the investment team, his primary focus is seeking out new opportunities for the Seilern Universe, as well as conducting fundamental research on existing companies. He joined Seilern in 2018, having previously worked as an analyst on the European Long/Short Fund at BlueCrest Capital.

Fundamentally uncorrelated returns

Trium Alternative Growth Fund

Toby talks through one of his favourite fundamentally uncorrelated strategies, commodity congestion. He will explain when it works and why.

Portfolio manager
Trium Capital

Toby is the portfolio manager for the Trium Alternative Growth Fund. He has more than 20 years of industry experience. Prior to joining Trium in 2021, he was a fund manager for the Fortem Alternative Growth Fund. Before this he was a portfolio manager for Franklin Templeton, Pacific Investments, and Armstrong IM.