Manager News – May 2017

Kames UK Equity:

Kames Capital has appointed Philip Haworth as their Deputy Head of Equities, where he will report to Stephen Adams.  Haworth will continue to manage the group’s UK Equity fund along with the AEGON UK Equity Pension fund, as well as contributing to Kames’ asset allocation research.


Neptune China:

Neptune Investment Management has appointed Head of Emerging Markets Ewan Thompson as manager of the group’s China fund, following the departure of Douglas Turnbull.  From 23rd May Thompson will take charge of the Neptune China fund, while continuing to manage the group’s Emerging Markets fund and carrying out his responsibilities as Head of Emerging Markets.

Ruth Chambers will remain assistant manager of the China fund and Thompson will also be supported by Robin Geffen, the group’s founder and Chief Executive Officer (CEO), who ran the fund from launch in December 2004 until June 2013.


Neptune UK Opportunities:

Holly Cassell has been promoted by Neptune as co-manager on their UK Opportunities fund and deputy manager of the UK Mid Cap fund, working alongside Mark Martin on both products.  Cassell joined Neptune in September 2013 as an investment analyst and she is responsible for researching the global financials sector.


Fidelity American:

Fidelity has announced that Sujay Kodlikeri is to take charge of the group’s American fund from the beginning of June 2017, with Aditya Khowala, who has managed the portfolio since 2015, stepping down.  As a result of this management change, the investment strategy will be adjusted from a growth tilt to a more neutral approach.


Witan Investment Trust:

Witan Investment Trust has withdrawn a 5% allocation from MFS Investment Management and a 3% allocation to value specialist Tweedy Browne, with this money being distributed to its three other existing global mandates run by Lansdowne Partners, Pzena Investment Management and Veritas.


Janus Henderson Investors:

On the 30th May Henderson Global Investors and Janus Capital Group merged to form a single entity, Janus Henderson.  As a result of this merger the shares have delisted from the London Stock Exchange but will continue to trade on the New York and Australian markets.  In addition, all funds managed by Henderson and Janus will be rebranded as Janus Henderson.