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Ifsl Marlborough European Special Situations A Inc (LP60010331)

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7.74 +0.06    +0.82%
01:00:00 - Closed. Currency in GBP ( Disclaimer )
Type:  Fund
Market:  United Kingdom
Issuer:  Marlborough Fund Managers Limited
ISIN:  GB0001719730 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 270.33M
Marlborough European Multi-Cap Fund Class A Income 7.74 +0.06 +0.82%

Ifsl Marlborough European Special Situations A Inc Overview

 
On this page you'll find an in-depth profile of Ifsl Marlborough European Special Situations A Inc. Learn about the key management, total assets, investment strategy and contact information of LP60010331 among other information.
Category

Europe ex-UK Small/Mid-Cap Equity

Total Assets

270.33M

Expenses

Inception Date

May 22, 1986

Investment Strategy

The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment, over a minimum of 5 years. At least 80% of the Fund will be invested in the shares of companies listed on European stock markets (excluding the UK). Of this, up to 90% will be in smaller companies. The Investment Manager defines smaller companies as companies in the bottom 20% of the market cap, meaning the 20% smallest listed companies by size. The remainder will be in Mid and Large cap companies.

Contact Information

Address Lichfield, Staffordshire WS13 8XU
Lichfield,Staffordshire WS13 8XU
United Kingdom
Phone -

Top Executives

Name Title Since Until
Steve Robertson - 2022 Now
Biography Steve, a graduate of Edinburgh University with an MPhil from Cambridge, has more than 25 years’ experience as an investment analyst. He has deep stock knowledge across several key sectors, including technology. Steve’s early investment career was as a technology and capital goods analyst with UBS and Dresdner Bank on the sell-side. He moved to RWC on the buy-side to work as a multi-sector analyst on their European long/short fund in 2007. He joined Canaccord Genuity investment bank as a technology analyst in 2019, before joining the Marlborough European Special Situations investment team as an analyst in 2022.
Tom Livesey - 2021 Now
Biography Tom Livesey CFA. Tom is an experienced equity analyst, specialising in small-and mid-cap companies. He holds a degree in economics, a master’s degree in finance from the London Business School and is a CFA Charterholder. Tom began his career in 2012 as an analyst at a family office. He helped launch the Palm Harbour Capital Global Value Fund in 2018 as lead analyst. He joined the investment team in September 2021 as an analyst on the Marlborough European Special Situations Fund.
David Walton Lead Portfolio Manager 2013 Now
Biography David graduated with a First Class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund, and delivered strong outperformance. David joined the investment team in January 2013 and has managed the Marlborough European Multi-Cap Fund since October 2013.
Will Searle Deputy Manager 2017 2021
Biography Will studied Accounting & Finance at Southampton University before joining Marlborough's investment team in September 2010. He has worked alongside David Walton since January 2015 and was promoted to deputy manager in February 2017. Will holds both the Investment Management Certificate and the Investment Advice Diploma.
Jeremy G. Lodwick Portfolio Manager 2010 2013
Biography Lodwick is a portfolio manager with Morgan Stanley Dean Witter Investment Management. Previously, Lodwick was with Morgan Grenfell Asset Management. During his time with the firm, Lodwick spent a period in New York office in the business development of a European equity product. In 1992, Lodwick returned to London to serve the company as a European-equity portfolio manager. Prior to joining the firm, Lodwick spent two years as a U.K. equity analyst with Montagu Investment Management.
Goldman Sachs Asset Management - 1986 2005
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