An update from our investment managers, Ben Ritchie and Georgina Cooper - 8 December 2021
Our outlook remains somewhat cautious. Rates of economic growth are slowing and corporate profits are being challenged by supply chain disruptions and cost inflation. Expectations for monetary tightening are being brought forward and fiscal support mechanisms are being withdrawn. On top of this we may now add disruption from the spread of Omicron. While it is too early to gauge the full extent of the impact it is likely at the very least to act as a further dampener on activity. As a result we remain happy to keep a balance to our overall positioning giving ourselves the potential to perform in a range of market environments. Seeking to protect capital on the downside while aiming to participate in any upside that may develop and, at the same time, focus on the companies that meet our sustainable and responsible investing criteria.
Ben Ritchie is Deputy Head of European Equities at abrdn and originally joined the company in 2002 as a graduate, having interned in 2000 and 2001. Ben graduated with a BA (Hons) in Modern History and Politics from Pembroke College, University of Oxford and is a CFA Charterholder.
Georgina Cooper is an Investment Manager in the UK Equities team for abrdn having originally joined the company in 2014 on the graduate scheme. Georgina graduated with a BSc with Honours Mathematics from the University of Edinburgh and is also a certified CFA Charterholder.
Head of European Equities
Ben Ritchie is Deputy Head of European Equities at abrdn and originally joined the company in 2002 as a graduate, having interned in 2000 and 2001. Ben graduated with a BA (Hons) in Modern History and Politics from Pembroke College, University of Oxford and is a CFA Charterholder.
Investment Manager
Georgina Cooper is an Investment Manager in the UK Equities team for abrdn having originally joined the company in 2014 on the graduate scheme. Georgina graduated with a BSc with Honours Mathematics from the University of Edinburgh and is also a certified CFA Charterholder.
Jasper Judd is a Chartered Accountant. Until 2012, he worked for Brambles Limited, a listed Australian multinational, where he held a number of senior executive roles including Global Head of Strategy. He is also a non-executive director of JP Morgan Indian Investment Trust plc.
He is Chairman of the Audit Committee.
Christine Montgomery has over 30 years of investment management experience, most recently as Head of Global Equities at AustralianSuper in Melbourne from 2016 to 2019. She previously held roles as a global equities portfolio manager at Fidelity Worldwide Investments, Martin Currie and Edinburgh Partners.
Howard Williams has over 35 years’ of fund management experience and was, until October 2017, Chief Investment Officer and Head of the Global Equity Team at JPMorgan Asset Management. Prior to joining JPMorgan Asset Management in 1994, he held a number of senior positions at Shell Pensions and Kleinwort Benson Asset Management. He started his career at James Capel & Co. He is also a non-executive director of Schroders Unit Trust Limited. He is the Senior Independent Director.
Gay Collins has over 35 years of experience in the financial services sector and has founded and grown three PR companies, Montfort Communications, Penrose Financial (which became MHP) and Ludgate Communications, and has an executive role at Montfort where she advises financial services companies on communications. She is also a director of the Association of Investment Companies and JPMorgan Global Growth & Income plc.
Chairman
Non-Executive Director
Jasper Judd is a Chartered Accountant. Until 2012, he worked for Brambles Limited, a listed Australian multinational, where he held a number of senior executive roles including Global Head of Strategy. He is also a non-executive director of JP Morgan Indian Investment Trust plc.
He is Chairman of the Audit Committee.
Non-Executive Director
Christine Montgomery has over 30 years of investment management experience, most recently as Head of Global Equities at AustralianSuper in Melbourne from 2016 to 2019. She previously held roles as a global equities portfolio manager at Fidelity Worldwide Investments, Martin Currie and Edinburgh Partners.
Non-Executive Director
Howard Williams has over 35 years’ of fund management experience and was, until October 2017, Chief Investment Officer and Head of the Global Equity Team at JPMorgan Asset Management. Prior to joining JPMorgan Asset Management in 1994, he held a number of senior positions at Shell Pensions and Kleinwort Benson Asset Management. He started his career at James Capel & Co. He is also a non-executive director of Schroders Unit Trust Limited. He is the Senior Independent Director.
Non-Executive Director
Gay Collins has over 35 years of experience in the financial services sector and has founded and grown three PR companies, Montfort Communications, Penrose Financial (which became MHP) and Ludgate Communications, and has an executive role at Montfort where she advises financial services companies on communications. She is also a director of the Association of Investment Companies and JPMorgan Global Growth & Income plc.
| Year End | 31 January |
| Accounts Published | March |
| Annual General Meeting | May |
| Dividend Paid | August, November, February, May |
Hear fund manager Louise Kernohan presenting Dunedin Income Growth's interim results
Listen to the presentation from our recent AGM
