Equities Lunch Masterclass Geneva
04th May 2022 | Beau Rivage Hotel

Guy Kohemun, CIO & Head of Portfolio Management, Edmond de Rothschild

Theme: Equities Market Outlook

Guy Kohemun together with a global team of analysts are responsible for the allocation of the groups CHF180 billion of client assets.

Seilern Investment Management | Michael Faherty, Portfolio Manager

Theme: Global Quality Growth

Michael Faherty is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2016. Prior to that, he worked in the US Equity team at J.P. Morgan Asset Management and at J.P. Morgan Chase as a graduate analyst. Michael holds a Law degree from University College Cork and a Masters degree in Finance from Trinity College Dublin. He is a CFA charter holder.

A Lipper Equity Global category winner, the Seilern World Growth Fund aims to achieve absolute returns with moderate risk by investing in OECD country companies of highest quality with proven track records, sound financials and predictability of future earnings growth. The fund has outperformed the MSCI TR by +48.8%(net) over the last 5 years and returned +418%(net) since launch.

Seilern Investment Management specialise in the investment management of concentrated portfolios of rigorously researched, high quality stocks held for the long term. Founded in 1989 by Peter Seilern- Aspang, the firm has remained faithful to its principled and effective investment philosophy. We aim to identify businesses that have a long-term sustainable advantage and invest in them over the full course of the economic cycle, an approach which has stood the test of time. 

J O Hambro Capital Management, Saurabh Sharma, Fund Manager

Theme: Finding Opportunities in Water & Waste

Saurabh Sharma is part of the Thematic Investing strategy at Regnan. He is a Fund Manager on the Regnan Sustainable Water and Waste strategy. Previously, he was an Assistant Portfolio Manager on the Fidelity Sustainable Water & Waste strategy and an Investment Director in Fidelity’s equity team.

Water and waste have been and will continue to be key equity performers over the next decade. The Regnan Sustainable Water and Waste Fund’s aim is to generate capital growth over rolling 5-year periods and to pursue a sustainable objective by investing in companies which provide solutions to global water and/or waste related challenges. The team invest across the water and waste value chains, including in companies developing new technologies to meet the ever-growing demand for solutions to these challenges. The fund has outperformed its benchmark since inception which has provided returns of +60% over the last 5 years.