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Schroders bolsters global and international equities

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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.”  

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