On April 12th and 13th Funds Society will host its fifth Investments & Golf Summit 2018. Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers. The event will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years.
On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers from the nine sponsors, such as Columbia Threadneedle Investments' Mark Heslop.
Global Small Caps
Mark Heslop joined Columbia Threadneedle Investments in 2008 as a smaller companies analyst in the European equities team. He manages the Threadneedle (Lux) Pan European Small Cap Opportunities, the Threadneedle European Smaller Companies Fund and the Threadneedle (Lux) Global Smaller Companies Fund. Before joining the company, he spent nine years as an analyst with Citi. He began his career as an accountant and consultant at PriceWaterhouseCoopers.
The Global Smaller Companies Portfolio seeks to achieve capital appreciation by investing principally in the equity securities of Global Smaller Companies. It invests at least two thirds of its assets in shares of smaller companies worldwide, typically no bigger than the largest company included in the MSCI World Small Cap Index. The Fund invests in what the manager believes to be the most attractive smaller companies investment opportunities globally, providing access to a portfolio of well researched companies from around the globe, with country, sector and industry diversification. It gives access to an investment process with a ‘quality growth’ approach, managed by a team that have broad experience of different market conditions. "Smaller companies can be a source of long-term growth: seeking the industry leaders of tomorrow", he states.
To learn more about the Investments & Golf Summit, follow this link.