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Our team

Our team of highly skilled investment professionals has deep industry
experience and has been managing global equities together for 17
years on average. We believe our strong team culture with peer group
discussion and review are an integral part of our investment process.

Investment Professionals

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Photo of Oliver Adcock

Oliver Adcock

Fund Manager, Continental
& Emerging Europe

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Dan Baring

Fund Manager,
Europe

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Ian Beattie

Co-Chief Investment Officer, Portfolio Manager, Asia

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Tim Bray

Co-Chief Investment Officer

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Photo of Brian Coffey

Brian Coffey

Fund Manager, Latin America and MEA

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Photo of Thomas Klein

Thomas Klein

US Equity Analyst

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Photo of Mazika Li

Mazika Li

Fund Manager,
Emerging Markets

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Julian Linton

Fund Manager,
Asia Pacific

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Victor Lio

Fund Manager,
United States

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Annie Locke

Fund Manager,
Europe

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Photo of Michael Mortimore

Michael Mortimore

Client Relationship
Manager

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Simon Ward

Economist & Strategist

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Photo of Michael Zhang

Michael Zhang

Emerging Markets
Equity Analyst

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Management

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Ian Beattie

Co-Chief Investment Officer, Portfolio Manager, Asia

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Tim Bray

Co-Chief Investment Officer

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Michael Freund

Chairman,
CC&L Financial Group Ltd.

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Warren Stoddart

President and
Chief Executive Officer,
CC&L Financial Group

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Client Services Team

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Rachael Jobling

Compliance & Client Service
Administrator

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Photo of Anna Kirk

Anna Kirk

Chief Compliance Officer
& Head of Client Service

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Photo of Jenny Phillips

Jenny Phillips

Team Assistant
& Office Manager

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Insights