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The investment objective of the Fund is to generate long-term capital appreciation through investments primarily in equity securities. The Investment Manager will attempt to maximize the Fund’s returns while protecting capital.
Name | Title | Since | Until |
---|---|---|---|
David McLean | Founder | 2007 | Now |
Biography | David McLean founded McLean Asset Management Ltd. in 1998. In 2007, David established ROMC Fund for high net worth investors and then in 2016 launched ROMC Trust by prospectus. David remains the fund manager for both funds. Prior to McLean Asset Management, David was global asset allocation strategist and a portfolio manager at Chase Global Asset Management (now JP Morgan) in both London and New York. David graduated from London Business School (MBA) in 1994 and also a graduate of Queen’s University (BA Economics) in 1989. |
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