Round Table Panel
Jane Lennard
Portfolio Manager
J.P. Morgan Asset Management
Jane Lennard, vice president, is a portfolio manager who works within the J.P. Morgan Asset Management European Equity Group. An employee since 2006, she is a member of the team responsible for the management of The Mercantile Investment Trust and J.P. Morgan Mid Cap Investment Trust. Before this, she worked at Cantor Index CFD desk. Jane obtained a BA in Economics and Finance from Exeter University and is a CFA charter holder.
Key to point out that she is manager of both the Mercantile Inv Trust and MidCap IT hence her expertise lies in UK Midcap stocks
Portfolio Manager
J.P. Morgan Asset Management
Jane Lennard, vice president, is a portfolio manager who works within the J.P. Morgan Asset Management European Equity Group. An employee since 2006, she is a member of the team responsible for the management of The Mercantile Investment Trust and J.P. Morgan Mid Cap Investment Trust. Before this, she worked at Cantor Index CFD desk. Jane obtained a BA in Economics and Finance from Exeter University and is a CFA charter holder.
Key to point out that she is manager of both the Mercantile Inv Trust and MidCap IT hence her expertise lies in UK Midcap stocks
Charles Luke
Fund Manager
Murray Income Trust PLC
Charles Luke is a senior investment manager on the Pan European equities team. He joined Aberdeen in 2000 and has since helped to establish the equity process in the UK. Charles started his career at Framlington Investment Management in 1998 covering UK equities.
Fund Manager
Murray Income Trust PLC
Charles Luke is a senior investment manager on the Pan European equities team. He joined Aberdeen in 2000 and has since helped to establish the equity process in the UK. Charles started his career at Framlington Investment Management in 1998 covering UK equities.
Kenneth Warnock
Investment Manager
Alliance Trust PLC
Kenneth Warnock is an Investment Manager in the UK Equities Team at Alliance Trust and is also Co-Manager of the Alliance Trust UK Equity Income Fund. Kenneth joined Alliance Trust in October 2007, initially as an analyst on the Trust’s UK Mid Cap Equity portfolio. Kenneth started his career in 1994 at Johnson Fry, where he managed UK and Global Equity Funds, before joining Jupiter Asset Management in 2000 to manage retail and institutional portfolios investing in UK equities. Prior to joining Alliance Trust, Kenneth was an Investment Manager at Premier Asset Management. Kenneth has a BSc (Hons) in Mathematics for Business Analysis from Glasgow Caledonian University.
Investment Manager
Alliance Trust PLC
Kenneth Warnock is an Investment Manager in the UK Equities Team at Alliance Trust and is also Co-Manager of the Alliance Trust UK Equity Income Fund. Kenneth joined Alliance Trust in October 2007, initially as an analyst on the Trust’s UK Mid Cap Equity portfolio. Kenneth started his career in 1994 at Johnson Fry, where he managed UK and Global Equity Funds, before joining Jupiter Asset Management in 2000 to manage retail and institutional portfolios investing in UK equities. Prior to joining Alliance Trust, Kenneth was an Investment Manager at Premier Asset Management. Kenneth has a BSc (Hons) in Mathematics for Business Analysis from Glasgow Caledonian University.
Mark Barnett
Fund Manager
Invesco Perpetual
Mark joined Invesco Perpetual in 1996 as a fund manager in the UK Equities team. He began his investment career in 1992 with Mercury Asset Management and now manages the assets of Perpetual Income & Growth Investment Trust plc, Keystone Investment Trust plc and the UK equity portion of Invesco Perpetual Select Trust plc as well as the open-ended Invesco Perpetual UK Strategic Income Fund. He holds a BA in French & Politics from the University of Reading.
Fund Manager
Invesco Perpetual
Mark joined Invesco Perpetual in 1996 as a fund manager in the UK Equities team. He began his investment career in 1992 with Mercury Asset Management and now manages the assets of Perpetual Income & Growth Investment Trust plc, Keystone Investment Trust plc and the UK equity portion of Invesco Perpetual Select Trust plc as well as the open-ended Invesco Perpetual UK Strategic Income Fund. He holds a BA in French & Politics from the University of Reading.
Taking Stock
ROUND TABLE
For this edition of Taking Stock, David Stevenson from the Financial Times chaired a discussion about the UK stock market, looking at the challenges facing investors, and also why the UK market might be good value at the moment. He was joined by investment experts from Aberdeen Asset Management, Invesco Perpetual, J.P. Morgan and Alliance Trust.
Roundtable
This roundtable discussion took place on 6 April 2011. All information was correct at that time but please keep in mind the following information:
This video contains views and expectations which cannot be taken as fact. Investment markets and conditions can change rapidly and as such the views expressed should not be taken as statements of fact nor should reliance be placed on these views when making investment decisions. Forecasts are opinion only, cannot be guaranteed and should not be relied upon when making investment decisions. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount invested. Whilst care has been taken in compiling the content of this video, no representation or warranty, express or implied, is made by Alliance Trust Savings Limited as to its accuracy or completeness. Nothing said or covered in this video should be construed as being an invitation or inducement to engage in investment activity. No advice is given by Alliance Trust Savings Limited. For advice on investing, please consult an independent financial adviser Alliance Trust Savings Limited is registered in Scotland, Company No. SC 98767. Registered office at PO Box 164, 8 West Marketgait, Dundee DD1 9YP; Alliance Trust Savings Limited is authorised and regulated by the Financial Services Authority and is entered on their register under number 116115 (www.fsa.gov.uk)
1:1s
Interviews took place on 6 April 2011. All information was correct at that time but please keep in mind the following information:
This video contains views and expectations which cannot be taken as fact. Investment markets and conditions can change rapidly and as such the views expressed should not be taken as statements of fact nor should reliance be placed on these views when making investment decisions. Forecasts are opinion only, cannot be guaranteed and should not be relied upon when making investment decisions. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount invested. Whilst care has been taken in compiling the content of this video, no representation or warranty, express or implied, is made by Alliance Trust Savings Limited as to its accuracy or completeness. Nothing said or covered in this video should be construed as being an invitation or inducement to engage in investment activity. No advice is given by Alliance Trust Savings Limited. For advice on investing, please consult an independent financial adviser Alliance Trust Savings Limited is registered in Scotland, Company No. SC 98767. Registered office at PO Box 164, 8 West Marketgait, Dundee DD1 9YP; Alliance Trust Savings Limited is authorised and regulated by the Financial Services Authority and is entered on their register under number 116115 (www.fsa.gov.uk)
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