|Job title||Vice President, Client Portfolio Manager|
|Title||Earnings Acceleration in Emerging Markets|
|Content||At American Century Investments, we believe that earnings acceleration—when a company’s earnings per share are growing at an accelerating rate—represents one of the most important tools in the analysis of a stock’s potential to increase in price.|
Our team utilises a disciplined methodology for identifying key inflection points in a company’s earnings that can signal an opportunity to generate superior long-term risk-adjusted investment performance. We will examine how correctly using earnings acceleration to forecast the extent of sustainable improvement can help to generate superior investment returns. We will explore how that process, in concert with analysing and monitoring long-term secular trends, can be applied to investing and creating a portfolio of best ideas in Emerging Markets.
|Biog||Nathan is a member of the Global and Non-U.S. Equity team as a Client Portfolio Manager. He is responsible for communicating our Global and Emerging Market Equity investment strategies and results to the firm’s clients and consultants. Nathan joined American Century Investments in 2014. Previously, he was with HSBC Global Asset Management, most recently as a senior emerging market debt product specialist. He also served as a quantitative product specialist and worked in product development in the firm’s New York and Paris offices. Prior to HSBC, Nathan held a role in business strategy and development at Dresdner RCM Global Investors. He has worked in the investment industry since 2000. Nathan received a bachelor’s degree in French from Wake Forest University.|
|Job title||Chief Executive Officer of Atlanticomnium (UK) Ltd|
|Title||Generating high income from opportunities lower down the capital structure|
|Content||Many investors seeking higher levels of income have moved into the bonds of more risky companies or countries. However, focusing on quality investment-grade companies and investing in bonds lower down their capital structures can allow investors to obtain higher income. This approach is based on the premise that investment grade companies rarely default, hence the junior debt of such companies rarely defaults, yet it can deliver a more attractive yield.|
|Biog|| Jeremy Smouha is a Senior Adviser to GAM and Chief Executive Officer of ATLANTICOMNIUM (UK) Ltd. Mr Smouha joined his family firm in 2012 to establish a branch in London with whom GAM has a long standing relationship. He was previously a director at GAM co-managing a range of GAM funds based on Managed Portfolios strategies, became a member of GAM's Investment Committee for Managed Portfolios in 1998, and was a bond fund manager between 1985 and 1998. Mr Smouha was a founding member of GAM, joining in 1983. Prior to that, he was a fund manager managing Asian equities at Arbuthnot Latham. Mr Smouha holds an MA Cantab Hons in Economics from the University of Cambridge.|
|Job title||Portfolio Manager|
|Company||Nomura Asset Management|
|Title||Unconstrained fixed income management|
|Content||Unconstrained portfolio management allows a portfolio manager to diversify, hedge risk and position clients’ investments to benefit from a range of market conditions, including rising interest rates. It involves using the full tool-kit of available securities to build portfolios that can efficiently benefit from prevailing conditions. Richard explains how he uses this tool-kit to provide both income and capital gain, even in today’s challenging environment.|
|Biog||Richard Hodges joined NAM in November 2014 to launch the Global Dynamic Bond Strategy.|
Prior to joining NAM, Richard held the role of Head of High Alpha Fixed Income at Legal & General Investment Management (LGIM), managing its “Dynamic Bond Trust” – an unconstrained fixed income fund. He managed the Dynamic Bond Trust from its inception in 2007 until April 2014. Before LGIM, Dickie spent 18 years at Gartmore Investment Management, where he was Head of Pan European Portfolio Construction with responsibility for the Gartmore SICAV European Corporate Bond Fund and the Gartmore SICAV European Bond Fund. He also co-managed Arrakis Fund Ltd, a European Credit Hedge Fund. He began his career in 1986 at Chase Manhattan Bank in Fixed Income operations, before joining Natwest Investment where he was responsible for management of a number of specialist investment funds employing derivatives and cash instruments to implement quantitative strategies.