University Dinner: The Long and Short of it - Avoiding the Pitfalls of Long-Short Investing – mallowstreet

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.

University Dinner: The Long and Short of it - Avoiding the Pitfalls of Long-Short Investing

Jupiter are pleased to be hosting their first mallowstreet University Dinner: The long and short of it – avoiding the pitfalls of long/short investing

Over dinner, James Clunie, Fund Management Director, will lead a discussion about the current investment climate, addressing the following:

Why it’s important that managers make clear their underlying strategies…so that clients understand and can ‘stay the course’ where appropriate
What returns should you expect (realistically!) from long/short managers?

This event is exclusively for trustees and senior decision makers, and is eligible for CPD credits.

Speakers

James Clunie
James joined Jupiter in 2013 and has managed the Jupiter Absolute Return Fund (Unit Trust) since 2 September 2013. James has developed a strong reputation for managing absolute return strategies. Prior to joining Jupiter, he worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director & Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.