Steve Bates is 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 Portfolio Risk Manager – GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2010 as a Risk Analyst for the Emerging Markets strategy, where he performed statistical analyses and econometric modeling for the emerging market strategies. He assumed his current role in 2014, and is responsible for risk management for both the Emerging Markets and Global Equity strategies.
David graduated from Open University with an honours degree in Mathematics and Statistics.
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 Chartered 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 Manager for GuardCap Asset Management Limited. She joined GuardCap in 2017 and is focused on business development and client service in the UK and parts of Europe.
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.
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.
Karen Paton is a Product Manager for GuardCap Asset Management Limited. She joined GuardCap in 2019 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 2010 with J.P. Morgan Treasury Services in New York, and subsequently with J.P. Morgan Asset Management in London and Hong Kong. Directly prior to joining GuardCap, Karen was a marketing associate with Lazard Asset Management.
Karen graduated from the University of Edinburgh. She holds a MA Honours in Politics and Social Policy.
Justin Preston is Senior Director, Institutional Sales for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2020 and targets opportunities with prospects in international markets outside the Americas. His primary focus is business development for GuardCap-managed products and strategies, with the additional responsibility to promote Guardian Group strategies that may be in demand by global investors.
His career in the financial services industry began in 2000 with Skandia Investment Group, and subsequently with the Abu Dhabi Investment Authority. Directly prior to joining GuardCap, Justin was a Senior Director, Head of Equity with bfinance.
Justin received an MSc in Investment Analysis from the University of Stirling. He holds a BSc in Economics with Actuarial Studies from the University of Southampton.
Jack MacKenzie is the Operations Manager for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2019 with responsibility to oversee the operational functions of the firm.
Jack began his career in financial services at Deloitte in 2016 where he worked as an assistant manager in corporate audit.
Jack graduated from the University of Exeter with a degree in Economics. He is studying for the advanced stage of the ACA qualification.
Philippe Leroy is the Senior Director – Country Head of France for GuardCap Asset Management Limited. He joined GuardCap in 2020, with a mandate to develop new business opportunities in France.
His career in the financial services industry began in 1996, when he joined Aberdeen Asset Management, where, as Sales Manager Europe, he set-up Aberdeen’s business in Austria, Spain/Portugal and France. After Aberdeen, Philippe was Head of France & Benelux countries for Raiffeisen Capital Management, where he established and developed the Paris-based business unit servicing French, Dutch, Belgian and Luxembourg investors. Directly before joining GuardCap, Philippe was co-founder and CEO of a digital tech startup, Timeto.
Philippe earned a Master of International Public Policy (MIPP) at Johns Hopkins University (Washington DC), and a Master of Science (M.Sc.) degree in Business Administration at ESLSCA Business School (Paris).
Simon Melluish is the Client Portfolio Manager, Emerging Markets Team for GuardCap Asset Management Limited. He joined GuardCap in 2020, with a mandate to represent the EM team in sustaining and supporting existing client relationships, and developing opportunities to gain new clients.
His career in the financial services industry began in 1986, when he joined Henderson Administration plc. Directly before joining GuardCap, Simon was Head of Business Development for Bridgepoint, a private equity firm. Previous roles included US portfolio manager, Global portfolio manager, Head of US Equities, and Portfolio specialist (Global team) at Gartmore.
Simon graduated from Durham University with an Honours degree in Economics.
Dexu Qu is an Investment Analyst, Emerging Markets for GuardCap Asset Management Limited. She joined GuardCap in 2020.
Dexu started her career as a graduate trainee at Procter & Gamble in Guangzhou in 2011 before becoming Brand Manager at Lego Group in Shanghai in 2014. In 2016, she joined Shanghai-based e-commerce start-up Urfresh as Strategy Director.
Her career in the investment industry began in 2017, with internships in Shanghai and London between studying for her MBA at London Business School and Columbia Business School. Directly before joining GuardCap, Dexu was Founder and Director of Anatomy Investment Research.
Dexu graduated with a degree in Taxation Affairs from Zhejiang University of Finance and Economics. She earned her MBA from the London Business School, where she participated in the Value Investing 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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