Bringing you live news and features since 2006 

Schroders bolsters global and international equities


Following a review of the current investment philosophy, process and structure, Schroders’ head of global and international equities Alex Tedder has made a number of changes.

Tedder, who joined Schroders in July this year, has identified four key areas where incremental improvements can be made in order to improve the investment outcome and consistency of returns. 
The areas identified are a simplification and tightening up of the team’s philosophy; increased focus on the fundamental risks of investing in a company; improved portfolio risk management; and improved ‘sell’ discipline with a clearer focus on anticipating the emergence of negative earnings trends relative to the market’s expectations.
In addition, Tedder has begun re-aligning responsibilities within the team seeking to achieve optimal sector coverage and portfolio management.
James Gautrey, previously global sector specialist with 13 years’ experience, has been promoted to portfolio manager for international equities. Gautrey will support Simon Webber, lead portfolio manager, in the management of global ex-US portfolios and will also retain his sector analyst responsibilities for technology in the interim.
Katherine Davidson, global sector specialist with six years’ experience, will expand her sector coverage from autos to take responsibility for telcos from Gautrey. Additionally, Andre Reichel, previously an equity analyst with three years’ experience, has been promoted to global sector specialist for utilities.
The team is also in the process of interviewing for an experienced global sector analyst for resources.
Independently, Giles Money, portfolio manager for the team’s global climate change strategy and global sector specialist for utilities and materials, has decided to leave Schroders to pursue another opportunity.
Tedder says: “We remain confident in our philosophy and approach and are committed to improve the outcome and consistency of performance for our clients.  Increased accountability for performance and idea generation within the team together with recent enhancements to the investment process will help drive a sustainable improvement in performance over the coming months.”  

Latest News

Amundi’s ETF Market Flows Analysis for May finds that global ETF inflows were EUR105.1 billion with US-domiciled equity funds accounting..
MerQube has announced the appointment of Dave Mueller as Chief Financial Officer. Mueller brings 17 years experience operating in corporate..
Northern Trust Asset Management (NTAM), has announced that David Abner is joining as Head of Global ETFs and Funds...
Nvidia’s market cap surge to more than USD3 trillion making it the second most valuable company in the world almost..

Related Articles

CN Tower, Toronto
The winners were announced in the second ETF Express Canadian awards at the event held at The Quay in Toronto,...
Darren Johnson, Komainu
Custody specialist, Komainu, was launched in 2018 as a joint venture between Nomura, digital-asset investment manager, CoinShares and blockchain business,...
Stuart Chaussee
In January this year, global data and business intelligence platform, Statista reported that there are now more than 8000 ETFs...
Ethereum coin
Last week saw Australia launch spot bitcoin ETFs, with Matteo Greco, Research Analyst at Fineqia International, writing that Monochrome Asset...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by