Stephen Anness takes on Perpetual Global Equity – Invesco Perpetual Select Trust says that Stephen Anness has taken on the responsibility as lead manager for its Global Equity Income portfolio. Based in Henley, Stephen joined Invesco in 2002 to work in the UK equities team and moved on to manage global equity portfolios in 2012. Stephen now leads the dedicated Global Equity team, which takes responsibility for research, portfolio construction and communications. Additional idea generation and market insights are provided by regional equity market specialists in the Henley Investment Centre. There is no change to the investment objective and policy of the portfolio.
As announced by Invesco in October, Nick Mustoe has stepped down from his roles as chief investment officer and lead manager of the global equity portfolios managed in Henley.
Stephen Anness specialises in managing concentrated global equity portfolios. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with the Henley-based UK Equities team, joining the company in July 2002 as a trainee analyst. Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012.
Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.
IVPG : Stephen Anness takes on Perpetual Global Equity