Liontrust SF Managed Funds Sales Aid - Flipbook - Page 7
Name
Role
Academic background
Industry tenure
/ Team tenure
Peter Michaelis
Head of SF Investment
• MA in Physics from Oxford University
• MSc in Energy & Environmental Engineering from Sussex University
• PhD in Environmental Economics from the University of Surrey
21 years
/ 20 years
Simon Clements
Investment Manager
• BSc in Economics from the University of Newcastle, Australia
• Graduate Diploma in Applied Finance & Investment from Securities
Institute of Australia
• CFA Charterholder
25 years
/ 12 years
Mike Appleby
Investment Manager
• BSc (Hons) in Biological Sciences from the University of Edinburgh
• MSc in Environmental Management from Imperial College London
21 years
/ 17 years
Harriet Parker
Investment Manager
• BSc in Economics & Management from the University of Bristol
17 years
/ 17 years
Laurie Don
Investment Manager
• BSc (Hons) in Computer Science from Durham University
• CFA Charterholder
13 years
/ 6 years
Martyn Jones
Investment Manager
• MA in Management from The University of Glasgow
• MSt in Sustainability from the University of Cambridge
• CFA Charterholder
9 years
/ 7 years
Chris Foster
Investment Manager
• MA in Economics and Mathematics from the University of Edinburgh
• CFA Charterholder
8 years
/ 6 years
Mingming
Huang
Portfolio Assistant
Manager
• BSc Mathematics with Business Management from Queen Mary
University of London
2 years
/ 2 years
Stuart Steven
Head of SF Fixed Income
• BA in Accountancy from Stirling University
• MSc in Investment Analysis
27 years
/ 11 years
Kenny Watson
Investment Manager
• BA in Accounting and Economics from the University of Strathclyde
• Chartered Accountant
24 years
/ 7 years
Aitken Ross
Investment Manager
• BSc in Accountancy and Finance from Dundee University
• MA in International Financial Analysis from Newcastle University
• CFA Charterholder
11 years
/ 9 years
Jack Willis
Investment Manager
• BSc in Mathematics with Finance from the University of Leeds
• MSc in Finance and Investment from the University of Leeds
• CFA Charterholder
6 years
/ 4 years
Hannah Jones
Portfolio Assistant
Manager
• Studying for the IMC
6 years
/ 4 years