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The Sub-Fund is designed for long-term investors who wish to build capital over a number of years through investment in a focused portfolio of global companies. In order to pursue its objective, the Sub-Fund will employ an active management approach and principally invests in equities, irrespective of specific geographical location, throughout the world. Investments may also be made in equity related securities comprising convertible bonds with equity linked notes which bonds shall be fixed and/or floating rate and investment grade although any such investment would not be a significant part of the portfolio. The Sub-Fund is not managed in reference to any benchmark. The Sub-Fund will not invest in leveraged notes.
Name | Title | Since | Until |
---|---|---|---|
Andrew Headley | Director, Portfolio Manager, Head | 2014 | Now |
Biography | Director, Fund Manager and Head of Global Research. Director of Veritas Asset Management (UK) Limited and Fund Manager of the Real Return Global Fund and Veritas Global Focus Fund. Joined The Real Return Group in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP. | ||
Jeremy Hosking | Director | 2014 | 2016 |
Biography | Hosking is a director of Marathon-London since 1986. Between 1979 and 1986, Hosking served as a director and portfolio manager with GT Capital Management, where Hosking was responsible for southeast Asian investments. |
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