Mar 29, 2013 ... Source: Schroders as at March 2013. Head of European Equity. Rory Bateman.
Specialist Fund Managers. Leon Howard-Spink. Paul Griffin.
Schroders European Equity Capabilities
Rory Bateman - Head of European Equity Nicholette MacDonald-Brown – European Equity Fund Manager Zurich, April 23rd 2013
For professional investors only. This material is not suitable for retail clients *Schroder International Selection Fund will be referred to as Schroder ISF throughout this presentation
Contents 1. Introduction 2. Schroder ISF European Total Return
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Investment process Fund positioning and performance Market view Appendix
European Equity capabilities | April 2013
1
Introduction
European Equity team structure Head of European Equity Rory Bateman
Specialist Fund Managers
Team Fund Managers Rory Bateman Martin Skanberg
Leon Howard-Spink Nicholette MacDonald-Brown Jamie Lowry Sonja Laud Ian Kelly
Paul Griffin
9 European Equity Analysts*
James Dawson – European Equity Product Manager
Includes 2 Global Analysts who have full global coverage for their sectors, but a significant impact on European equity portfolios Source: Schroders as at March 2013 European Equity capabilities | April 2013
3
European Equity analysts
Nine European Equity Analysts organised on a sectoral basis
Years with Schroders
Years’ experience
Primary universe
Sector
Justin Bisseker
15
20
Europe
Banks
Internal continuity and training
Michael Butler
2
2
Europe
Industrials, Autos & Parts
Amy Chamberlain
6
21
Europe
Consumer Retail, Staples & Luxury Goods
External hires enhance experience and depth of team
