Experience

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  West Yorkshire Pension Fund

  • Bradford, England, United Kingdom

  • Investment Manager-UK Equities

    • Aug 2022 - Present
    • Bradford, England, United Kingdom

    Investment Manager, UK equities, responsible for coverage of banks, beverages, Housebuilders, building materials & construction

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  Reed Elsevier Pension Investment Management Ltd

  • European Fund Manager

    • Jan 2010 - Aug 2018

    Responsible for managing the European equities portfolio within the Reed Elsevier Pension Scheme

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  Aviva Investors

  • European Equities Fund Manager

    • Apr 1993 - May 2009

    Joined the European equities desk of CUIM (now Aviva Investors) as assistant fund manager/equity analyst and became portfolio manager in 1995.Part of a team of 7 people (5 portfolio managers, 2 analysts) with total £2.5bn AUM, managing money under different approaches (Value, Growth, Opportunity)Personnaly responsible for £300m of "long only" AUM split between 2 mutual funds and 3 institutional funds.* Investment style: Opportunistic, bottom-up, mid and large caps. * Stock picking: Focus on undervalued stocks with catalysts for change and/or scope for earnings upgrade.* Sources of ideas: Both internal (screens/colleagues) and external (brokers/companies)* Portfolio construction: High conviction portfolios of 45-55 stocks* Risk control: Benchmark aware but not constrained.Key funds performance achievements:* AI European Equity fund (£120m, S&P A rated) outperformed the benchmark (DJ Eurostoxx index) by 1% annualized in the 10 years to April 2008 (benchmark change) and ranked 1st quartile against peer group average (3rd, 2nd, 2nd quartile over 1,3 and 5 years, respectively)* AI French equity fund (£50m) ranked 1st quartile over 1 and 3 years and 2nd quartile over 5 and 10 years to the end of March 2009.* Managed the flagship "Morley Pooled Pension" fund (£500m end 2003) from 1995 to 2003 beating both the index and CAPS Median, 8 out of 9 years.* Other country funds, managed from 1995 to 2002/03 (Benelux, Germany, Italy, Spain) achieved 1st and 2nd quartile rankings and won S&P and Lipper awards.Research work included writing 1-2 page notes on key stock recommendations and presentation to colleaguesMarketing exposure to support existing clients and business development in the UK and EuropeMedia work included regular contribution to specialist publications (WSJ, Capital, Cinco Dias, 24 Ore, Fund Strategy) and appearances on Asset TVAssisted with recruitment of new research analysts and portfolio managers on the team

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  Municipal Mutual Insurance Ltd (MMI)

  • Assistant Fund Manager

    • Apr 1992 - Mar 1993

    Worked alongside one experience European equities fund manager who was responsible for managing one unit trust and one internal insurance fund.* Main responsibility was the generation of investment ideas for the portfolio manager.* Idea origination came from sell side contacts, my own and company meetings.* Broad coverage of Continental European sectors, stocks and IPOs* Company analysis and stock recommendation summarized in short notes and discussed with the portfolio manager * Other responsibilities included equity dealing and trade settlements