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Heartwood Investment Management announces new fund management responsibilities


Graham Bishop is to assume responsibility for Heartwood Investment Management’s Balanced investment strategy, including the LF Heartwood Balanced Multi Asset Fund. 

Bishop, Investment Director, joined Heartwood in 2017 and will take over the strategy from fellow Investment Director, Michael Stanes. Since joining Heartwood Graham has been responsible for Heartwood’s asset allocation process and he will continue with this role.
Stanes will continue to manage Heartwood’s Growth investment strategy, including the LF Heartwood Growth Multi Asset Fund, and he will continue to lead Heartwood’s equity research team.
Noland Carter, Chief Investment Officer and Head of Heartwood Investment Management, says: “Heartwood has always taken a team based approach to investing, and the changes announced today continue to reflect this philosophy. Since Graham joined us he has played a key role driving our asset allocation process and now that he is thoroughly embedded in Heartwood this change of responsibility for the Balanced strategy is a natural evolution. This change will also allow Michael to increase his focus on Heartwood’s Growth strategy and our equity research.”

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