Equities Lunch Masterclass Zurich
05th May 2022 | Widder Hotel
The consensus amongst the 200 Swiss Wealth Managers we have spoken to over the last two weeks is that equities are likely to be the best asset class to invest in given the current market environment.
With an average of 39% of their portfolios invested into equity strategies, investors are increasingly turning to Equity funds to hedge against inflation and manage portfolio risk.
Professor Dr. Thorsten Hens, University of Zurich & Suisse Finance Banking Institute
The event will commence with a networking lunch followed by a series of presentations. We are delighted to present Prof. Dr Thorsten Hens an expert on Behavioural Finance and Investing.
It will certainly be interesting to hear his views on what investors should be doing given the current global order.
Seilern Investment Management | Marco Lo Blanco, Portfolio Manager
Theme: Global Quality Growth
Marco L Blanco is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2018, prior to which he was an investment manager at Standard Life Aberdeen, having worked across Australian, Asian and Pan European equity markets. Marco started his career in 2009 as a forensic auditor for KPMG, qualifying as a Chartered Accountant before working in KPMG’s Corporate Finance division as a financial modeller. Marco holds a Commerce degree from the University of Sydney and is a CFA charter holder. Marco is fluent in English and Italian.
A Lipper Equity Global category winner, the Sielern 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.
Allspring, Eddie Cheng, FCFA, Head of International Portfolio Management, Systematic Edge | Sophie Careford, FCFA, Senior Solutions Analyst, Systematic Edge
Theme: Income elevated: Allspring Global Equity Enhanced Income
Eddie Cheng is the head of International Portfolio Management for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Eddie was a senior portfolio manager at Schroders. Before that, he was a portfolio manager at Schroders NewFinance Capital. Earlier, he served as a research analyst at the Institute of Information Science, Academia Sinica. Eddie is also a regular guest lecturer in the postgraduate program at Warwick Business School. He began his investment industry career in 2002. Eddie earned a bachelor’s degree in civil engineering and a master’s degree in transportation engineering from National Taiwan University and a master’s degree in financial economics from the University of Oxford. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
With more than $575 billion in assets under management*, offices around the world, and investment teams supported by 450 investment professionals, Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
The need for income is as strong as it’s ever been. At Allspring, we deliver a consistent income of 6% p.a. (distribution yield) and equity-like total returns. This, is income elevated. Join us as we share insights into our approach of sustainable dividends, enhanced option income and dynamic management, as we showcase our flagship income solution, Allspring Global Equity Enhanced Income.