Description
Governance Day
Good governance seeks to effectively balance the needs of executives and shareholders, which should be good for investors. Well-governed companies also tend to be transparent about their business practices and even how they spend their money. The investment company sector actively engages with investee companies to ensure best practices are introduced and maintained and that shareholders are a key consideration in the management of businesses.
Join our Governance Day webinar to hear how investment companies engage with their portfolio investments.
Agenda
09:00 am Asia Dragon Trust – Adrian Lim
As a long-term, cornerstone investor in Asian equity markets, Asia Dragon Trust seeks to provide investors with access to high quality companies – companies it believes to be attractively valued with effective management, good cash flows and healthy balance sheets.
In a market of diverse corporate quality, their intensive approach seeks to bring together world-class, quality Asian companies that are transforming their sector and setting governance standards.
09:45 am AVI Global Trust – Joe Bauernfreund
AVI Global Trust has a concentrated portfolio of high conviction ideas, yet offers broad diversification to sectors and companies through the holding structures of portfolio investments. It seeks out good quality companies and engages with management to improve shareholder value.
10:30 am Odyssean Investment Trust – Stuart Widdowson
Odyssean Investment Trust seeks to deliver attractive returns to its shareholders through a highly selective, engaged investment approach. The investment team seeks to invest in companies which, whilst good, are under-performing their potential and where they see the opportunity for constructive corporate engagement to unlock improved returns for all stakeholders. They look to build large, influencing stakes in investee companies and be a supportive partner to management.
11:15 am Standard Life Investments Property Income – Jason Baggaley
The company seeks to provide shareholders with an attractive level of income together with the prospect of income and capital growth. The Board intends to achieve the investment objective by investing in a diversified portfolio of UK commercial properties. The majority of the portfolio will be invested in direct holdings within the three main commercial property sectors of retail, office and industrial although the Company may also invest in other commercial property such as hotels, nursing homes and student housing.
Speakers
- Adrian Lim (Asia Dragon Trust) - Governance Day
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Adrian Lim is a senior investment manager on the Asia Pacific (ex Japan) team at abrdn. Adrian originally joined the company in 2000 as a manager in private equity, on the acquisition of Murray Johnstone, but transferred to his current post soon afterwards. Previously, Adrian worked for Arthur Andersen LLP as an associate director advising clients on mergers & acquisitions in the region.
Adrian graduated with a BAcc from Nanyang Technological University, Singapore. He is a CFA Charterholder.
More - Joe Bauernfreund (AVI Global Trust) - Governance Day
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Joe Bauernfreund is Chief Executive Officer and Chief Investment Officer of Asset Value Investors. He is the manager of AVI Global Trust and AVI Japan Opportunity Trust and responsible for all investment decisions across AVI’s strategies. Joe has over 24 years’ experience in the finance industry.
Before joining AVI in 2002, Joe worked six years for a real estate investment organisation in London. He has a Masters in Finance from the London Business School.
More - Stuart Widdowson (Odyssean Investment Trust) - Governance Day
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Stuart is the Managing Partner of Odyssean Capital, which he founded in 2017. He has spent the last 18 years investing in public and private UK small and mid-size corporates and a further two years providing investment advice in the same field.
Stuart began his career as a strategy consultant undertaking commercial due diligence and strategy projects for private equity and corporate clients. In 2001 he joined HgCapital and spent five years executing small and mid-cap leveraged buyouts in the UK and Germany, including working on a number of public to private transactions of UK quoted companies.
More - Jason Baggaley (Standard Life Investments Property Income) - Governance Day
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Jason Baggaley manages the Guernsey registered and London-listed Standard Life Investments Property Income Trust. Jason, who joined the company in 1996, has 30 years' industry experience and is a Member of the Royal Institution of Chartered Surveyors.
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