Funds Industry Report - Flipbook - Page 19
Sean Hawkshaw KBIGI
Sean Hawkshaw
CEO
KBIGI
KBIGI is an Irish domiciled institutional asset
manager which has a global client base with
mandates in the UK, Europe, North America
and Asia.
KBIGI operates as an autonomous boutique
investment rm within the Amundi group. The
investment team is based in Dublin, with business development and client servicing activities provided from both the Dublin headquarters and an ofce in Boston.
The rm specialises in two types of equity product run by two separate teams both of which
have track records going back to the early
2000’s. Both have responsible investment principles deeply embedded in the investment
processes.
The Global Equity product is managed by a team of portfolio managers with a very differentiated
philosophy, process and portfolio construction methodology which is based on the conviction that
companies which pay higher dividends than their peers and grow these dividends will outperform
over the longer term.
The second area of specialisation is the Natural Resource Strategies. These are all designed to seek out
and nd the companies that will be the solutions providers to the problems created by signicant
increase in demand for water, food and energy over the next number of decades. This demand is
driven by population growth and compounded by climate change, urbanisation, industrialisation,
increased afuence and increased regulations. There is a dedicated team working on these strategies
– all of whom have extensive experience and knowledge of these specialist areas.
The Current Funds Landscape
mindset has been to implement a model which
was more appropriate to big banks across all
nancial services while the UK has looked to
We can’t ignore the fact that the UK has con-
differentiate between banking and fund man-
sistently been a proponent of the single EU
agement and has advocated the principle of
market for nancial services and has had a key
proportionality. Being aligned with the UK on
role in shaping the regulatory environment.
matters such as this has worked very much to
They have successfully lobbied to minimise
Ireland’s advantage. Taking the UK out of the
some of the excessive (some would say over
picture leaves us somewhat exposed as we
the top!) regulations from Brussels – for exam-
won’t have the same lobbying ‘muscle’ in the
ple in the area of remuneration where the EU
absence of a like-minded partner.
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