Our Team

We employ a team-based approach to investing. The success of all our strategies is primarily a function of our investment philosophy and process.

Research is the primary responsibility of all investment team members regardless of seniority or title. Every team member spends the majority of their time analysing and meeting with companies.

As investors we believe in alignment of interests. Our key decision makers have material investments in our funds, driven by their belief in our strategies and philosophy.

investment professionals
years’ collective industry experience
languages / dialects spoken

Investment Team

Rishikesh Patel

Director, Portfolio Manager

June Lui, CFA, CESGA®*

Portfolio Manager

Gokce Bulut

Portfolio Manager

Sam Mahtani

Portfolio Manager

Christopher Darling

Portfolio Manager

Claire Franklin, CFA

Portfolio Manager

Irina Hunter

Portfolio Manager

Juan Richards


Juan Salazar

Director, Responsible Investment

Donatas Uzkurelis


Satyanarayana Dantuloori

Portfolio Manager

Kevin Chee, CFA*

Portfolio Manager

Liam Li*

Junior Analyst & Dealer

Florian Gueritte

Portfolio Manager

Yingying Dong, CFA*

Portfolio Manager

Paul Peng*


Management and support

Fredrik Axsater, CFA

Chief Executive Officer of LGM and Chief Commercial Officer of ESG for BMO Global Asset Management

Felicity Garner


Alan Nolan, CFA


Oswald Oduntan

Fund Manager’s Assistant

*team members based in Hong Kong regional office.

Owner's Manual

To find out more
download our owner’s manual


For more information
please get in touch