Introducing the Investment Managers
Nick is Head of the Small Cap Equities Team and co-manager across Barings’ Small Cap strategies. He joined Barings in 2004 and has managed the Baring Europe Select Trust since January 2005. Nick previously worked for 11 years at Singer & Friedlander, managing European All Cap and Small Cap funds. Nick graduated from Oxford University with a degree in English Language and Literature.Barings
Colin is an Investment Manager and co-manager across our Small Cap strategies. He joined Barings in March 2010 from GLG, where he was responsible for their UK Small Company Fund. Previously, he worked at HSBC Halbis, Scottish Widows and General Accident. Colin has a BA (Hons) in Financial Studies & Computer Science, an MSc in Investment Analysis from Stirling University, and an MBA from Edinburgh Business School. He is a member of the CFA UK.Barings
Rosie is an Investment Manager and co-manager across Barings’ Small Cap strategies. Rosie joined Barings in September 2010 from Baillie Gifford where she worked for three years as an Investment Analyst. Rosie graduated from Oxford University with a degree in Modern History. She was awarded the IMC certificate in 2009 and is a CFA Charterholder.Barings
William is an Investment Manager and co-manager across Barings’ Small Cap strategies. He joined Barings in November 2016 from Investec, where he was an Equity Analyst focusing on the European consumer staples sector. Previously, William worked as an auditor for Ernst & Young where he qualified as a Chartered Accountant. William holds a BA (Hons) in History and Politics from the University of Warwick and is also a CFA Charterholder.Barings
The fund intends to invest at least 80% in the equity securities of European companies defined as those which are domiciled, incorporated or have a significant exposure to Europe, excluding the United Kingdom. The fund will adopt a flexible approach to investment, investing primarily in companies that are perceived to be undervalued relative to their economic potential. Exposure to small and medium sized companies will be greater than 50% of the fund. Small and medium sized companies are defined as those with a market cap of EUR 20 billion or less at the time of the fund’s investment. Companies whose capitalisation no longer meets this definition after investment will continue to be considered small and medium market capitalisation companies.
The fund may also invest in other transferable securities (for example, equity securities of other international companies), units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash, near cash and deposits as detailed in the Prospectus.
It is envisaged that the investment portfolio of the fund will be concentrated, typically comprising between 40 and 80 holdings.
Derivatives may be used for the purposes of hedging and efficient portfolio management.