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
Portfolio Manager
June Lui, CFA, CESGA®*
Portfolio Manager
Dafydd Lewis, CFA
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
Analyst
Juan Salazar
Director, Responsible Investment
Donatas Uzkurelis
Analyst
Satyanarayana Dantuloori
Portfolio Manager
Yingying Dong, CFA*
Portfolio Manager
Kevin Chee, CFA*
Portfolio Manager
Liam Li*
Junior Analyst & Dealer
Florian Gueritte
Portfolio Manager

Management and support

Fredrik Axsater
Chief Executive Officer of LGM and Chief Commercial Officer of ESG for BMO Global Asset Management
Felicity Garner
Associate
Alan Nolan, CFA
Director
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

Contact

For more information
please get in touch