Steve Bates is Investment Manager and Chief Investment Officer – GuardCap Asset Management Limited.
Steve joined in 2013, when Guardian Capital acquired Zephyr Management and formed GuardCap. Prior to joining GuardCap, he co-founded the Aurora strategy with Clive Lloyd in 2003. Previously he was head of emerging markets at JP Morgan Fleming Asset Management, a business he established for predecessor organization (Flemings) in 1990. Steve has previous experience as an investor in both U.S. and European equity markets.
Steve holds a law degree from Cambridge University and is a CFA® charterholder (1984).
Clive Lloyd is the Senior Adviser to the Emerging Markets Team – GuardCap Asset Management Limited.
Clive joined in 2013, when Guardian Capital acquired Zephyr Management and formed GuardCap. Prior to joining Guardian, he co-founded the Aurora strategy with Steve Bates in 2003. Previously he was senior portfolio manager at JP Morgan Fleming Asset Management, responsible for global emerging market portfolios. Prior to joining Flemings in 1996, he was a fund manager for Legal & General, a large UK life assurance company, for 13 years during which he headed teams covering North America, the Far East and Global emerging markets.
Clive received an Economics degree from Leeds University.
Michael Boyd is Investment Manager – GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2014. Michael has been managing fundamental equity funds for over 25 years.
Prior to joining Guardian, Michael was at the London-based institutional fund management company, Seilern Investment Management Ltd. (1994-2014), as global equity fund manager, Managing Director and shareholder. Before that, he was a fund manager at Murray Johnstone Limited (1988-1994) in Glasgow, Scotland.
Michael received an honours degree in economics from Heriot-Watt University, Edinburgh and qualified as an Associate of the Institute of Bankers in Scotland.
Michael joined GuardCap in 2014 in the role of Senior Vice President and Client Portfolio Manager. Prior to this he spent 4 years at Trinity Street Asset Management, a global investment boutique where he helped grow AUM from $300 million to $1.8 billion. Michael’s tenure includes Managing Director at JPMorgan Asset Management where he was responsible for the product management of $72 billion of European Equity Fund assets. Prior to this, he was portfolio manager and product manager for the Emerging Market Group of JPMorgan. He holds a joint honours degree in modern languages from the University of Bristol.
Arieta Koshutova is Chief Operating Officer for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in 2015.
Her career in the financial services industry began in 1998 when she joined Mercer. Prior to joining GuardCap, Arieta was Head of Operational Strategy for the UK-based National Employment Savings Trust. Before that she held roles as Head of Product Development for LV Asset Management and Managing Director at Kosovo Pension Savings Trust (KPST).
Arieta graduated with a BSc Mathematics degree from University College of London (1998). She has completed a series of pension certifications from Chartered Insurance Institute and Pensions Management Institute.
Orlaith O’Connor is Investment Manager for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in 2015.
Orlaith's career started in 2010 at Martin Currie Investment Management in Edinburgh, Scotland, where she researched global healthcare companies. Prior to specializing in healthcare Orlaith worked on the technology, media and telecoms and Asian teams.
Orlaith holds an MPhil in Economics from the University of Cambridge and a First Class Honours degree in Economics and Mathematics from the National University of Ireland, Galway. She is a CFA® charterholder.
David Jensen is Risk Management Specialist – GuardCap Asset Management Limited. He joined GuardCap in 2010. He has a background in mathematics and programming and performs statistical analyses and econometric modeling for the emerging market strategies.
Ed Wallace is Investment Manager for GuardCap Asset Management Limited. He joined GuardCap in 2015.
His career in the investment industry began in 2001 when he joined Gartmore Investment Management on their global equity team as a graduate trainee, subsequently becoming an analyst and portfolio manager. In 2011 Henderson Group acquired Gartmore and Ed moved with the team to Henderson Global Investors managing global and international equity funds for institutional and retail clients. Over an 18-month period (2003-05), he also participated in developing UK government policy on institutional investment at HM Treasury.
Ed graduated with a first-class honours degree in Modern History & Economics from Oxford University (1999). He is a CFA® charterholder.
Giles Warren is Investment Manager – GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2014.
His career in the financial services industry began in 1997 when he joined the London-based,institutional fund management company Seilern Investment Management Ltd. (1997-2014). At this firm, and prior to joining GuardCap, he worked with Michael Boyd on Seilern Stryx World Growth Fund, ultimately becoming a co-fund manager of the fund (2010).
Giles graduated from Edinburgh University with an honours degree in politics and economic history. He is an Associate of the Society of Investment Professionals.
Joris Nathanson is Investment Manager for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2016.
Prior to joining GuardCap, Joris spent ten years working for Nevsky Capital LLP, a multi-billion dollar Global and Emerging Markets specialist investment firm offering both long only and long/short strategies, where he was Partner and Senior Analyst.
Joris graduated from Oxford University with a degree in Philosophy, Politics and Economics (PPE). He qualified as a Charter Accountant with Deloitte LLP.
Bojana Bidovec is Investment Manager for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in 2016.
Bojana’s career in investment management started in 2004 with Driehaus Capital Management in Chicago, where she was an analyst and later portfolio manager. In 2010 she joined the global equities team at RobecoSAM in Zurich, as a senior analyst covering the industrial and technology sectors. Bojana also spent time in the firm's Hong Kong office, expanding the team’s coverage of Asian companies.
Bojana graduated from the University of Ljubljana in Slovenia with a degree in Banking and Finance, and has an MBA from London Business School. She is a CFA® charterholder.
Charlene Berry is Business Support Administrator for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in May 2016.
Her career in business support and administration commenced in 2002 and included roles with UK Border and Immigration Services and within the education sector, including BPP Professional Education, with responsibility for ongoing business processes at multiple sites. Charlene transitioned into the financial sector with Deloitte in 2012, subsequently joining Frank Hirth accountancy firm to support the Anti-Money Laundering team.
Charlene graduated from Roehampton University with a BA Honours Media and Culture degree.
Alice Yin is Investment Manager for GuardCap Asset Management Limited. She joined GuardCap in 2017.
Prior to joining GuardCap, Alice spent five years working for Barclays Investment Bank as an associate on the M&A team, focusing on mergers and acquisitions in EMEA, cross-border transactions and working directly with companies on their financial and strategic options across a wide range of sectors.
Alice graduated from Oxford University with a degree in Mathematics and Statistics and is a CFA® Charterholder.
Elena Shumay is Client Relations Associate for GuardCap Asset Management Limited. She joined GuardCap in 2017 and supports the full spectrum of GuardCap’s client relationship activities in such areas as developing new business, sales and marketing initiatives and asset growth.
Her career in the financial services industry began in 2013 with Murano Systems, a fund consultancy firm, where she worked closely with multiple investment funds and assisted with all aspects of the pre-sales process, as well as facilitated manager selection for institutional investors worldwide. Directly before joining GuardCap, Elena was a Marketing Analyst at Quality Capital Management, where she was involved in market research, investor relations and lead generation.
Elena graduated from University of Exeter with a BA in Accounting and Finance with European Study. She also holds the Investment Management Certificate (IMC).
Alexandra Schwarz is Marketing Manager for GuardCap Asset Management Limited (GuardCap). Alexandra joined GuardCap in 2014 in this role.
Her career in financial services industry began in 1991 when she joined FTSD Ltd. (FAME). Alexandra’s extensive experience in the sales and marketing arena have included roles with Bloomberg LP, Primark/Thomson Financial and NYSE (LIFFE). She subsequently became a self-employed Marketing/Sales Consultant, with Thomson Reuters and Singletrack Systems as clients. Prior to the commencement of her working relationship with GuardCap in 2014, Alexandra was a Marketing/Customer Service Manager consultant for Seilern Investment Management.
Alexandra has a degree as foreign-language correspondent from Language Institute, Trier, Germany.
Flavien Bourras is Investment Analyst for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2019.
Prior to joining GuardCap, Flavien spent two years with Ostrum Asset Management (previously Natixis Asset Management) in Paris, where he worked as an analyst in the European fixed income and Emerging Markets equity teams. Before this, he worked at PwC Luxembourg and BMW Finance in France.
Flavien earned a Master’s degree in Management with a major in Finance from NEOMA Business School. He has passed all three levels of the CFA® Program.
GuardCap is a wholly-owned subsidiary of Guardian Capital Group Limited (GCG), a Canadian group which was founded in 1962 and whose shares are quoted on the Toronto Stock Exchange.
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