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Jupiter appoints Stephen Mitchell as Head of Strategy, Global Equities


Jupiter has appointed Stephen Mitchell to the role of Head of Strategy, Global Equities. 

In this newly-created role, Mitchell will be responsible for developing Jupiter’s global equity business for institutional and retail investors in the UK and international markets. His investment experience, which spans three decades, means he is well qualified to drive forward Jupiter’s objective to grow its global equities proposition.

Mitchell will be joining Jupiter in the new year from Caledonia Investments plc (‘Caledonia’), where he has held the position of Associate Director since 2011. Whilst at Caledonia, Mitchell managed a global income and growth portion of an investment trust which returned 8.3% p.a., ahead of a 7.9% return for its benchmark, the MSCI ACWI World High Dividend Yield Net TR index.1 He also sat on the firm’s investment and approvals committees. Prior to this, Mitchell spent 21 years working in a number of senior fund management roles, first at Fleming & Co and then at JP Morgan Asset Management. During this time, he was responsible for building teams, setting overall investment policy and asset allocation decisions. His experience extends over a diverse range of asset classes.

Stephen Pearson, Head of Investment at Jupiter, says: “Global equities represent a strategically important asset class for Jupiter in the near term. With Stephen’s hire we will bring together our global equity capability under a single head to coordinate our efforts. This will enable us to broaden and strengthen our product range in the future.

“Stephen has a proven long-term performance track record as a value-orientated investor. His investment style and process will be highly complementary to Jupiter’s successful investment team and we very much look forward to welcoming him."

Mitchell says: "Jupiter’s reputation for attracting and keeping fund management talent is well-established and I am looking forward to joining a company which is committed to delivering strong returns to clients through its highly active investment approach. This is a very interesting time to be joining and I am very much looking forward to further developing and building on the performance of the global equity product.”

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