All Strategically Speaking articles – Page 6

  • Anne Richards, CIO and head of EMEA, Aberdeen
    Interviews

    Strategically speaking: Aberdeen Asset Management

    January 2015 (Magazine)

    The timing of Aberdeen Asset Management’s £600m (€757m) acquisition of Scottish Widows Investment Partnership (SWIP) at the start of 2014 could not have been better. 

  • Interviews

    Strategically speaking: Grandmaster Capital Management

    December 2014 (Magazine)

    “Under no circumstances should you play fast if you have a winning position,” advised Hungarian chess Grandmaster Pal Benko. “Use all your time and make good moves.”

  • Interviews

    Strategically speaking: Assicurazioni Generali

    December 2014 (Magazine)

    It has been just over two years since Generali CEO Mario Greco took the reins of a company whose governance was in disarray, and whose performance was reflected in a loss of almost 75% of its stock-market value. His appointment immediately stemmed those losses, and the market has since been proved right.

  • Interviews

    Strategically speaking - Majedie Asset Management: Global, naturally

    November 2014 (Magazine)

    Before this year, Majedie Asset Management had rolled out just five products since it was established in 2002 – one of which was a concentrated version of another. By those standards, 2014 has seen riotous activity, with the summer launches of a US equities fund and two global funds adding to the existing line-up of UK equity and global long/short funds.

  • Interviews

    Experience, leveraged

    October 2014 (Magazine)

    Babson Capital immediately springs to mind for institutional investors around the world seeking global fixed-income managers, but that is a key goal for CEO Tom Finke. Having raised $5bn (€3.9bn) from European investors alone in 2013 it certainly looks well-positioned to one day be ranked among the market leaders. 

  • Interviews

    Three years of the 300

    October 2014 (Magazine)

    Liam Kennedy spoke to Alan Brown and Saker Nusseibeh, two architects of the 300 Club of investment professionals who seek to challenge mainstream investment practice

  • Interviews

    Nobody's fool

    September 2014 (Magazine)

    Strategically Speaking - Greenlight Capital

  • Interviews

    Success assured

    July 2014 (Magazine)

    When Russell Büsst was coaxed from Amundi in 2011 to head Conning’s expansion into Europe, he had three objectives: break even and hit $10bn (€7.38bn) under management within three years; use the firm’s insurance-industry relationships as a platform to build the pan-European business; and balance property-and-casualty (P&C) with life-and-pensions (L&P) assets. 

  • Interviews

    An artisan with solutions

    June 2014 (Magazine)

    Where one still finds asset managers attached to banks, the former tend to be junior partners. Not so at William Blair, whose founder always had an ambition both to finance and invest in small growth companies from day one in 1935.

  • Interviews

    Performance built on research

    May 2014 (Magazine)

    Unigestion’s investment principles tell us that it is “not swayed by short-term trends or techniques which are in vogue”. At first glance that might seem a bit rich, considering its reputation for minimum-variance equities – about as “in vogue” as it gets.

  • Interviews

    Global expectations

    April 2014 (Magazine)

    “What makes businesses interesting is how they adapt to a global changing world,” declares John Calamos, founder, chairman, CEO and co-CIO of Calamos Investments. Having set up the firm in 1977, listed it on Nasdaq in 2004 and reached an AUM peak of $49bn (€36bn) in 2007, he is now overseeing a transformation that he intends will take it on a journey from a predominantly US focussed firm to a global fund management company.

  • Interviews

    Cautious, Swiss and international

    April 2014 (Magazine)

    As an institutional manager and provider of institutional-type investment management services to private banks, including within its own group, Pictet Asset Management (PAM) clearly stands apart from the private banking fraternity.

  • Interviews

    Building bridges

    March 2014 (Magazine)

    They do not come any more Australian than AMP Capital. Its parent company started life as a mutual insurer in Sydney in 1849, and is today headquartered in the city’s first skyscraper, which it financed, and which stands on the site of AMP co-founder and pastoralist Thomas Mort’s wool store. Its commanding views of the famous harbour are the backdrop to board and client meetings.

  • Interviews

    Operating in the market shadows

    February 2014 (Magazine)

    Harald Espedal has a party to get to. It is October 2013 and he is in London to celebrate Skagen Funds’ twentieth birthday with the firm’s growing UK team and a host of colleagues from Stavanger in Norway.

  • Interviews

    Not corporate governance police

    February 2014 (Magazine)

    Poor governance may have been catapulted into the headlines in recent years, but to-date few asset managers in Europe have been trying to make money through activist strategies. One that does, as part of its range of products, is London’s RWC. In 2013, RWC’s assets under management grew from $5bn (€3.7bn) to $7.5bn, which its CEO Dan Mannix attributes to “a normalisation of opportunities within the equity markets” and a general improvement in investor sentiment.

  • Sandro Pierri
    Interviews

    Drawing a virtuous circle

    January 2014 (Magazine)

    A number of prominent bank-owned asset managers have been put up for sale at various times since 2009 – a process that has not always been straightforward for the banks or the asset managers. Pioneer Investments’ proposed sale by its parent Unicredit  was finally called off in April 2011, which allowed it to focus on a new set of strategic priorities.

  • Interviews

    Low fashion, high durability

    December 2013 (Magazine)

    As Thornburg Investment Management’s fourth employee, Brian McMahon arrived in Santa Fe in 1984 around the same time as the firm acquired a second-hand fax machine from the unsuccessful presidential campaign of Walter Mondale.

  • Interviews

    Active and proud

    November 2013 (Magazine)

    Most re-brands come across as pretty superficial affairs.

  • Interviews

    M&G Fixed Income: Shining a light in the cracks

    October 2013 (Magazine)

    IPE editor Liam Kennedy sits down with M&G chief executive Simon Pilcher

  • Interviews

    Bradesco AM: Taking local global

    September 2013 (Magazine)

    Surprisingly, for its size, Bradesco has spent most of its first 50 years as a resolutely local firm