Join us weekday lunchtimes throughout March to hear fund managers running money all round the world in our ‘Lunch with the managers’ event series…

 

We warmly invite you to join us in March when we will hosting digital webinars at lunchtimes every weekday across four weeks, with each week themed around a different key investment theme.
 

 

Week one: Growth & Value strategies

 
Kicking off on Monday 6th with a conversation with Paul Niven, manager of the venerable F&C Investment Trust and our own David Kimberley, we will examine the connection between growth and value investing, and the purpose each strategy serves in a well balanced portfolio.

The rest of the week will be split between funds which pursue these strategies, or a combination of them both, with speakers joining us from Edinburgh, London and San Francisco.

 

Week one lineup

 

DAY

DATE

SESSIONS
Monday

6

Value and growth, and why both matter, with F&C’s Paul Niven
Tuesday

7

The Monks Investment Trust plc – A patient approach to growth
Wednesday

8

Allianz Technology Trust – Live from Silicon Valley
Thursday

9

International Biotechnology Trust – Harnessing healthcare for growth and income

 

 

Week two: Investing for income

 
On Monday 13th we begin a new week focused on income, talking to veteran investment trust pundit and former head of investment trust research at Winterflood Securities, Simon Elliot. Simon, who recently moved to JPMorgan where he is client director for the banking giant’s £12.5bn investment trust range, will start the week off with an examination of the features which make investment trusts such an ideal vehicle for those seeking income from their portfolios.

The rest of the week will see four fund managers presenting their very different approaches to generating income via portfolios targeting equities, property, infrastructure and more.

 

Week two lineup

 

DAY DATE SESSIONS
Monday 13 Using investment trusts for income with Simon Elliot
Tuesday 14 JPMorgan European Growth & Income – Income and growth without compromise
Wednesday 15 Schroder Real Estate – Outlook for UK property with Nick Montgomery
Thursday 16 BlackRock Energy & Resources Income – targeting the heart of the global economy
Friday 17 Invesco Perpetual UK Smaller Companies – Income, but not as you know it

 

 

Week three: Emerging markets

 
On Monday 20th we turn to emerging markets, starting the week with a conversation between David Kimberley and our own investment team’s chief investment officer, Ed Butchart. Ed, who joined Kepler from Sloane Robinson in January 2021, runs the KLS Corinium Emerging Markets All Weather Fund and the KLS Corinium Emerging Markets Equity Fund, and will be expanding on the opportunity he sees in a resurgent China, and the outlook for emerging markets more broadly.

Later in the week we will be joined by managers running money in China and Latin America, and zooming in to speakers in Delhi and Saigon for deep dive into their respective countries.

 

Week three lineup

 

DAY DATE SESSIONS
Monday 20 The outlook for China and emerging markets with Kepler’s Ed Butchart
Tuesday 21 Baillie Gifford China Growth Trust plc – Opportunities in a transforming economy
Wednesday 22 BlackRock Latin American – The exciting potential of an overlooked continent
Thursday 23 Ashoka India Equity – A unique approach to a vital market
Friday 24 Vietnam Enterprise Investments – Live from Saigon; a city of opportunity

 

 

Week four: Alternatives and specialist funds

 
Our final week turns to specialist funds – so many of which exist because of the unique advantages of the investment trust structure. Final speakers are to be confirmed, but among them will be the team at US private equity giant Neueberger Berman, which manages NB Private Equity Partners, giving us an outlook for this fascinating sector. More info coming soon!

 

 

investment trusts income

 





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