Description
11am, Thurs 22 April
Will small caps continue to deliver?
Sam Cosh and Lucy Morris, managers of European Assets Trust, and Peter Ewins, manager of BMO Global Smaller Companies Trust, discuss how they view the outlook for smaller companies after the impressive recovery since the start of the COVID crisis and how, or whether, they are adjusting their portfolios to take account of the evolving market environment. They will also discuss how ESG considerations are taken into account when investing.
Register now: https://bit.ly/3fsZ8lU
Speakers
- Peter Ewins
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Director, Portfolio Manager, Global Small Cap
Peter Ewins is a Director and Portfolio Manager in the Global Small Cap Equity team. He joined the Group in 1996. Prior to this, he worked for Municipal Mutual Insurance and Commercial Union Insurance (1989-93) and ESN Pension Management (1994-96). Peter has a BA (Hons) in Economics and Statistics from the University of Exeter and is a member of the CFA Society of the UK. - Sam Cosh
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Director, Portfolio Manager, European Equities
Sam Cosh is a senior fund manager in the European Equities team, responsible for the management of the BMO European Smaller Companies Fund (SICAV) and the European Assets Trust. Sam joined the firm in 2010 from BNP Investment Partners. He began his career in 2000 as a European Institutional analyst at Invesco before moving to Fortis Investments as a Portfolio Manager within their European Small Caps team. Sam graduated with a BA (Hons) in Economics from Nottingham University in 1999, has attained the IMC and is a CFA Charterholder. - Lucy Morris
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Vice President, Portfolio Manager, European Equities
Lucy Morris is a fund manager in the European Equities team, dedicated to Smaller Companies. She joined the firm in 2007 as a member of the Performance Analytics team. Lucy moved to the European Equities team in the summer of 2011 and has been working on Small Cap mandates since. Lucy graduated from the University of Exeter with a BSc (Hons) in Psychology in 2006, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.
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