Speakers and topics

More to be announced soon

US small caps: a window into the US economy 

First Eagle US Small Cap Opportunity Fund

Bill will discuss why US small cap companies tend to be a proxy for the US economy and what that can mean for UK investors seeking exposure to the US. He will also explain how active management adds value in small cap investing and why UK investors should consider including US small cap value in their portfolios

Head of small cap team and portfolio manager
First Eagle Investments

Bill is head of the small cap team and portfolio manager of the small cap strategy. Prior to joining First Eagle in 2021, he was portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners, where he worked for 18 years.

Why Resiliency Matters in Continental European Equities

MFS Meridian Funds – Continental European Equity Fund

Time in the market can deliver more value, and is far easier, than timing the market. That’s why resiliency and quality matter when investing in companies for the long-term. With Continental European equities currently offering attractive valuations, Ben Tingling will share insights on making the most of this asset class from both a top-down and fundamental perspective.

Equity institutional portfolio manager
MFS Investment Management

Ben is an institutional portfolio manager at MFS Investment Management. In his role, he participates in the research process and strategy discussions, assesses portfolio risk, customises portfolios to client objectives and guidelines and manages daily cashflows. He also communicates investment policy, strategy and positioning. He joined MFS in 2014 and is based in London.

Wellington Management


 

Investment specialist
Wellington Management