Speakers and topics

Indian domestic growth: a unique investment opportunity calls for a specialist investment team and a differentiated product

In this masterclass, portfolio manager, Andy Draycott will discuss the reasons for a stand-alone allocation to Indian equities in client portfolios and how a specialist active manager can capture this unique investment opportunity. He will explore the potential of India’s growing domestic economy and explain how leading companies in under-penetrated sectors can deliver shareholder returns for the long term.

Portfolio manager
Chikara Investments

Andy manages the Chikara Indian Subcontinent Fund which launched in November 2018. He has been with Chikara Investments LLP (Chikara) since 2008, initially working on the CC Asia Alpha Fund and the Chikara Asian Evolution Fund from 2010.​ Prior to Chikara, Andy spent 3 years in Hong Kong with Macquarie Securities, and before that Merrill Lynch Asia, and TT investment Management on the Asian desk in 2001. 

Business development
Chikara Investments

Global SMID caps: hunting for quality in the forgotten corner of equities

Discover why global small and midcap equities are poised to lead the next market cycle. As previous market leaders lose momentum, Montanaro’s Global Select Fund offers a high-conviction portfolio targeting exceptionally high-quality, structurally growing businesses that fly under the radar of most investors. Join George to explore opportunities in one of the most attractively valued areas of global equities in over 20 years.

Fund manager, head of investments
Montanaro Asset Management

George is head of investments at Montanaro. He also manages the Global Select Fund, European Smaller Companies Trust and Europe ex-UK Small and Mid-Cap Fund and is co-manager for a Global Small Cap segregated mandate.

Head of distribution
Montanaro Asset Management