Amplify Issue 3: Meet the elite manager running 10 funds

by | Jun 14, 2022 | Newsletters

This issue we reveal more names from our equities elite starting with managers running multiple outperforming strategies. We interview Brazil’s Werner Roger, who runs the most on our list.

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What does it take to be an elite equities fund manager? This issue reveals 10 names from our 421-strong list, each running multiple outperforming funds. Amplify sat down, virtually, with the elite manager running the most: Brazil’s Werner Roger.

Another elite manager is US veteran John Calamos. We look back at his extraordinary life and career, and ask: what has 50 years managing funds taught him about spiking inflation?

In the wake of HSBC suspending its responsible investing chief, we have a timely second instalment of our sustainability heads feature, where Unigestion’s Sara Razmpa reveals her KPIs. We also have another slew of global sales moves.

The Amplify website curates asset management news and analysis from across Citywire, including an excellent discussion from our UK wealth title looking at the forces stifling new product innovation.

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EQUITIES ELITE INTERVIEW
Equities elite: The top manager running 10 funds

Werner Roger has 10 funds that qualified him for our equities elite. He explains how his methodical approach led him to high conviction choices in four key sectors. Plus, discover another nine names from our list!

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A LIFE IN FUND MANAGEMENT
John Calamos: What succeeding in the 1970s taught me about inflation

Boutique founder John Calamos can already look back on a 50-year career. Amplify looks at the firm’s innovations across asset classes, key relationships and thought leadership that saw him through several crises.

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FUND SALES MOVES
Look who’s moving! M&G and Mirabaud among managers making hires this month

Our regular look at the latest distribution hires across the world. This month sees several European hires, including a new wholesale appointment for AllianzGI in Switzerland, Mathias Peter.

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MEET THE SUSTAINABILITY HEAD
MEET THE SUSTAINABILITY HEAD
Sara Razmpa: ‘You don’t want to see my KPI page, it’s extremely long’

Unigestion’s head of responsible investment explains what she needs to achieve each year, her relationship with managers and how a ‘pure climate portfolio’ was recently launched.

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FUND FILES
Could this supply chain theme buck tech troubles?

Amplify was intrigued to discover more about a supply chain strategy launched in Taiwan. The manager, PGIM, explain how it’s looking for companies moving faster in a world that’s slowing down.

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‘A hell of a cost to swallow’: Launching funds gets harder 

Regulation, the pandemic and a platform oligopoly are just some of the forces making it harder to launch new products. Boutiques are struggling to keep costs down. Citywire’s Wealth Manager title gathered fund selection and distribution giants to debate fees, innovation and that other new hurdle: ESG.

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