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GLOBAL LEADERS

Generating sustainable long-term returns through equity investments in developed countries with a focus on growth companies as a key factor in long-term performance.

OVERVIEW

Launched in October 2019, the fund targets long-only equities across the core sectors of information technology, healthcare, consumer discretionary and entertainment, seeking a net return of 15% to outperform S&P 500 on 5-year horizon (S&P 500 annualised return with dividends since January 2015 of 13%) and to maintain volatility at between 10% and 12% (S&P 500 volatility since January 2015 of 15%). The fund also engages in tactical investments in hedging instruments through equity and index options with temporary exit to money market instruments. The fund is led by asset management specialists with international capital markets background and substantial investment banking experience.

INSIGHTS

Market and portfolio insights, webinars and podcasts from across our Global Leaders Equity Fund to provide our investors with the guidance they demand to navigate the changing world we are living in.

Insights - Outlook 2022 Consumer Discretionary

We expect consumer trends to remain positive for consumption expenditure in the US...

Insights - Outlook 2022 Technology

Technology sector remains one of the key beneficiaries of new post-pandemic work flow and...

Insights - Outlook 2022 Communications

Communications sector posted good gains in 2021 (+27.5% mid-Dec YoY), albeit...

DOCUMENTS

Market and portfolio insights, webinars and podcasts from across our investment teams.

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MEET THE TEAM

Andrew Butler-Cassar
Andrew Butler-Cassar Group Chief Executive Officer

Andrew Butler-Cassar began with Lloyds Private Banking in 1994 as a portfolio manager and client advisor in its UHNW team. In 2002, he moved to the private client division of Williams de Broe, where he oversaw funds grow from £250m to £8b. He was appointed Head of the Investec Private Office in 2014. Andrew joined Brown Shipley Private Bank in 2019, where he created and oversaw the Private Banking Team. Most recently, Andrew worked as Director at The Hottinger Group, where he advised clients and families.

Anatoly Fedorov
Anatoly Fedorov Portfolio Manager Global Leaders

Anatoly Fedorov is a Portfolio Manager and the Head of Equities of Signet Group. Anatoly manages Signet’s global leaders portfolio and has experience working with Long-short Equity and Merger Arbitrage strategies. Prior to joining the Investment Manager in February 2018, he worked as a Vice President at J.P. Morgan in EMEA Diversified Industrials Practice. Here he conducted financial and valuation analysis, execution, project management and due diligence on large scale M&A transactions (for example from 2016: Philips Lighting IPO and SGD Pharma sell-side). Prior to his employment at J.P. Morgan, Anatoly was an equity research analyst at Genesis Investment Management. During his time there, he executed financial analysis, valuation and communication with corporate management for emerging markets.