Sponsored by

Jupiter Asset Management

Uncovering Hidden Gems in Emerging Markets

Emerging markets are home to some truly exceptional companies, with the potential to deliver strong returns to investors – we call them ‘super-compounders’. These firms exhibit high profitability, have a robust competitive advantage, and reinvest back into their businesses to fund future growth.

Nick Payne, Head of Strategy and Portfolio Manager, Jupiter Emerging Markets Focus Fund, will discuss the importance of integrating ESG criteria into fundamental investment research, how the net result can deliver a lower carbon portfolio, and why having an ownership mentality is crucial for long term investing.

About Jupiter Asset Management:

Established in 1985, Jupiter seeks to make a positive difference for our clients by putting them at the heart of our business. We help them achieve their long-term investment objectives after fees through high conviction, active management coupled with a deep heritage and culture in sustainability. At Jupiter, we prefer to go a step further and seek to form transparent, value-added partnerships with clients beyond investment.

Headquartered in London, Jupiter is an established asset manager with a growing presence in Europe, Asia, Latin America, USA and the Middle East offering a broad range of actively managed strategies including equities, fixed income, multi asset, multi-manager and absolute return. As at 30 September 2021, we managed £60.7 billion across a range of asset classes and vehicles which enable us to meet our clients’ needs.

mallowstreet University Dinner: How can investors prosper in a world that may never return to ‘normal’?

Talib has over 20 years’ experience of markets, and before joining Jupiter in 2018 he was instrumental in the formation and growth of JP Morgan Asset Management’s Multi-Asset Solutions team. Talib has a strong performance track record over his time managing multi-asset funds, and will share the lessons learned investing through the decade after the collapse of Lehman Brothers. Such knowledge and insight feeds directly into the Jupiter multi-asset team’s macro framework that drives their asset allocation decisions. Looking to the future, Talib will examine the opportunities created by an ever-changing market environment and how investors can prosper in a world that may never return to ‘normal’. He recognises that even in a lower yielding, lower growth world, institutional investors still need returns to meet their income and funding level targets and shares his thoughts on delivering income and capital growth.

This dinner is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.

Speakers

Talib Sheikh Head of Strategy, Multi-Asset
Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV).
Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.
Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.

Program

6:30 PM Guest Arrival

Welcome drinks served
7:00 PM Seated for dinner

Dinner served followed by presentation
9:00 PM End

mallowstreet University Dinner: How can investors prosper in a world that may never return to ‘normal’?

Speakers

Program

6:30 PM Guest Arrival

7:00 PM Seated for dinner

9:00 PM End