Summary
Asia ex-Japan & EM Portfolio Manager with 24+ years of top-decile performance, specializing in disruptive growth, capital efficiency, and long-term compounding.
Areas of Expertise
Primary Asset Class:
Multi-Asset
Geography:
North America
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Macroeconomics, Cross Asset Strategy
Work Experience:
- Crux Asset Management (2021–2024) Founder & Head of EM/Asia Strategy. Launched and led new Asia ex-Japan and China strategies, raising over £200m with the proprietary “Growth²” approach. Built a multi-location team and drove disruptive, long-term growth investing.
- Baillie Gifford (2013–2021) Investment Manager, Emerging Markets. Transformed Pacific Horizon Investment Trust into a top-decile performer, raising its assets from ~£200m to £6bn. Led and co-managed Asia ex-Japan and EM portfolios with outstanding long-term returns.
- Newton Investment Management (2006–2010) Portfolio Manager on multiple Asia ex-Japan strategies, including income mandates. Helped triple assets under management from $1bn to $3bn via high-conviction stock selection and strong thematic insights.
- PIMCO Europe (2011–2012) Senior Vice President, Emerging Market Equities. Part of the core team that launched PIMCO’s first EM equity fund; oversaw $1.2bn in assets with a macro-driven, bottom-up investment style.
- Merrill Lynch Investment Management (2002–2006) Managed an EM small-cap strategy, delivering 255% cumulative returns in three years. Emphasized long-term, high-growth investments underpinned by in-depth fundamental research.