Programme List - UK Equities Breakfast 2019



08:00 – 08:20

Registration, breakfast and networking

08:20 – 08:27

Welcome Address by Investment Week’s Guest Host

Dan Kemp, CIO, Morningstar

08:30 – 08:55

Allianz Global Investors

Matthew Tillett, Lead Portfolio Manager, Allianz UK Opportunities Strategy

Fund: Allianz UK Opportunities Fund

How deep research and an unconstrained approach can help deliver returns in UK equities

A brief overview of the Allianz UK Opportunities Fund covering its unconstrained and high conviction approach which has delivered top quartile returns over 1,3 and 5 years (as at 31 December 2018). The presentation will also focus on the fund’s positioning in UK domestic stocks and why we believe this could generate future outperformance.

09:00 – 09:25

Merian Global Investors

Daniel Nickols, Head of UK Mid & Small Cap Equities

Fund: UK Mid & Small Cap Equities

Opportunities in UK Small and Mid Cap Stocks

Small and mid cap stocks can deliver consistent out-sized earnings growth yet tend to be less well understood than their larger counterparts, and current political realities make careful stock selection even more important in this asset class, says Dan Nickols, head of Merian's UK Small and Mid Caps team.

09:30– 09:55

J.P. Morgan Asset Management

James Illsley, Portfolio Manager

Fund: JPM UK Equity Core Fund and JPM UK Equity Plus

Clarity Brings Opportunity

James Illsley will discuss the backdrop for UK equities as the UK heads to a future outside of the EU and will outline why he thinks the asset class remains attractive at the current time. With the UK heading towards an unprecedented future, there remain attractive investment opportunities in companies that are adapting to the environments in which they operate and look to continue to perform well despite the uncertain macroeconomic situation. He will outline how he can take advantage of the current situation by exploiting the potential positive and negative outcomes for UK listed companies.

10:00 – 10:25

Gresham House Asset Management Limited

Ken Wotton, Lead Fund Manager

Fund: LF Gresham House UK Micro Cap Fund

Consistency Amongst The Noise

Ken Wotton follows a rigorous and high conviction approach to investing in smaller companies that have strong growth potential irrespective of wider market influences. The team’s process, built up over twenty years, is underpinned by a heritage in private equity – providing the insight to identify under-researched micro cap businesses with the characteristics to deliver resilient returns. This approach aims to mitigate some of the inherent risks associated with smaller companies and has led to the Fund delivering positive absolute returns in every single year since launch 10 years ago in May.


End of Briefing