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The Fund aims to provide capital growth and income over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of companies around the world. The Fund focuses on investing in assets believed to be undervalued by the market. Investment opportunities are identified using in-depth research on individual companies.
Name | Title | Since | Until |
---|---|---|---|
Alessandro Dicorrado | - | 2016 | Now |
Biography | Alessandro is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. In 2011, Alessandro joined Investec Asset Management as an analyst in the Value team. Previously he worked at JP Morgan Chase & Co as a fixed income derivatives salesperson in London. He graduated from UCL in 2004 with a Bachelor of Science (Hons.) degree in Economics and holds a Master’s degree in Finance from the London Business School. He has passed level three of the CFA Programme. | ||
Steve Woolley | - | 2016 | Now |
Biography | Steve is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. Previously, Steve was an analyst in Investec Asset Management’s Value team. He joined the firm in 2008 from the Financial Services Authority where he supervised asset managers and financial advisors. Steve graduated from Nottingham University in 2004 where he obtained a first class Master’s degree in Mathematics and is also a CFA Charterholder. | ||
David Lynch | - | 2013 | 2015 |
Biography | David is a portfolio manager in the Value team at Investec Asset Management. Since October 2013, he assumed co-portfolio management of the Global Contrarian and American Equity strategies. He joined Investec Asset Management in 2004 as an analyst in the Value team. Prior to this, he was an investment analyst for Douglas Deakin Young, where he worked for three years. From 1999 to 2001 David spent two years working as an assistant portfolio manager at Marathon Asset Management. David graduated from Trinity College Dublin in 1995 with a Master’s degree in Economics and Political Science. He holds the Securities Institute Diploma and is a CFA Charterholder. | ||
Mark Wynne-Jones | - | 2007 | 2015 |
Biography | Mark is a CFA Charterholder who has 25 years' experience in global equity and multi-asset investing, with much of this time spent at Investec Asset Management. | ||
Alastair Mundy | Member | 2007 | 2015 |
Biography | Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988. |
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