IFSL Marlborough European Spec Sits PInc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Marlborough Investment Management Ltd. |
| Phone | - |
| Website | - |
| Address | PO Box 1852 Lichfield, Staffordshire WS13 8XU Lichfield WS13 8XU United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 31/12/2012 |
Managers
| Fund manager | Tom Livesey |
| Manager start date | 01/09/2021 |
| Biography | Tom Livesey CFA. Tom is an experienced equity analyst, specialising in small-and mid-cap companies. He holds a degree in economics, a master’s degree in finance from the London Business School and is a CFA Charterholder. Tom began his career in 2012 as an analyst at a family office. He helped launch the Palm Harbour Capital Global Value Fund in 2018 as lead analyst. He joined the investment team in September 2021 as an analyst on the Marlborough European Special Situations Fund. |
| Fund manager | Steve Robertson |
| Manager start date | 01/04/2022 |
| Biography | Steve, a graduate of Edinburgh University with an MPhil from Cambridge, has more than 25 years’ experience as an investment analyst. He has deep stock knowledge across several key sectors, including technology. Steve’s early investment career was as a technology and capital goods analyst with UBS and Dresdner Bank on the sell-side. He moved to RWC on the buy-side to work as a multi-sector analyst on their European long/short fund in 2007. He joined Canaccord Genuity investment bank as a technology analyst in 2019, before joining the Marlborough European Special Situations investment team as an analyst in 2022. |
| Fund manager | David Walton |
| Manager start date | 01/10/2013 |
| Biography | David graduated with a First Class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund, and delivered strong outperformance. David joined the investment team in January 2013 and has managed the Marlborough European Multi-Cap Fund since October 2013. |
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