Matthew Murphy, vice president, institutional portfolio manager, Eaton Vance
Emerging markets local currency debt – investing beyond the benchmark
Matt will describe an investment approach that disaggregates individual risk factors embedded in a country’s debt, with a view to isolating and investing in only the most attractive risk factors. Unlike the majority of benchmark-constrained, active, local income offerings, he will talk through a strategy that avoids substantial risk concentration and a narrow investment universe by seeking opportunities in more than 80 investable local currency markets.
Jan Willem Berghuis, senior portfolio manager, head of Kempen global small caps, Kempen Capital Management
Small caps - a factor that matters
As an under-researched space, small caps offer greater investment opportunities than their large-cap alternatives. Often, they hold strong competitive positions in niche markets, are run by innovative management and offer an attractive small-cap premium over the long term. Jan Willem will explain why extensive proprietary fundamental research and engaging with companies is key to exploring these opportunities, and how this approach has delivered consistently strong performance since inception.
Nick Payne, head of global emerging markets, Old Mutual Global Investors
Emerging market equities: In the sweet spot
Nick believes the recovery in the emerging market profit cycle relative to that of the developed markets is still in the early-stage phase. His overriding mantra, to look for good companies at a good price, forms the basis of his high-conviction portfolio of 30-40 stocks. He will also talk through recent changes to the Old Mutual Global Emerging Markets Fund, outsourced to Fisher Investments until July last year.
Tomas Johansson, portfolio manager, Skagen Insight, Skagen Funds
Shadow activism - capturing activist alpha without the downsides
Tomas will discuss how investors can benefit from the high returns generated by leading activist managers without the lock-ups, hedge fund fees and prohibitive minimum investment levels.
Nigel Ashfield, managing director and fund manager, Time Investments
Regular income returns and lower volatility: the benefits of long income funds
Nigel will discuss how investing in commercial freeholds with ground rents and long leases can create a fund with a very stable income return of 4% and extremely low volatility. This strategy can help to diversity client portfolios while providing a good yield and, until recently, it has only been available to the institutional market.
Yves Choueifaty, president and founder, Tobam
Bitcoin: potential to become a new standard?
Yves will present Tobam’s investment thesis for Bitcoin, following months of research. Yves will introduce some of its underlying attributes and risk characteristics Tobam has discovered.