Apr 27, 2018
In this podcast, Robin Geffen, CEO of Neptune and manager of the Neptune Global Alpha Fund and James Dowey, CIO and Chief economist of Neptune, outline the philosophy and positioning of this portfolio.
They outline why they have chosen a fully flexible mandate for this proposition and how this has resulted in the preservation of capital in periods of material draw down. They also provide context behind their current equities preferences and the areas of the market they are actively avoiding in a world where low interest rates have distorted the course of natural market forces.
Robin and James also discuss the value for investors in seeking active investments. They warn of the opportunity cost of being overly cautious and the importance of choosing funds which will contribute to achieving desirable retirement outcomes.
About Robin Geffen
[caption id="attachment_76073" align="alignleft"
width="162"]
Robin
Geffen.[/caption]
Robin founded Neptune Investment Management in May 2002 and is the architect of Neptune's real world investment approach. He is Neptune's CEO and the fund manager of the Neptune Global Alpha Fund.
He graduated from Oxford University in 1979 and began his investment career at Charterhouse J Rothschild before moving onto Eagle Star, York Trust plc and then Scottish Equitable, where he set up their pooled fund business.
Robin joined Orbitex Investments Limited as Chief Investment Officer in 1997 and was most recently Global CIO – Pensions before founding Neptune.
[caption id="attachment_76074" align="alignright"
width="111"]
James
Dowey.[/caption]
About James Dowey
James is Neptune's Chief Economist & CIO and a member of the Neptune Board.
He leads Neptune’s global economic research and works closely with CEO Robin Geffen in managing Neptune’s investment process. Previously, James taught at the London School of Economics and Aberdeen Business School and worked in actuarial consultancy.
James holds a PhD in economic history from the London School of Economics and degrees in economics from Edinburgh University and King's College, Cambridge University.
Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for
educational purposes only and does not constitute investment
research or advice. Thomson Reuters cannot be held responsible for
any direct or incidental loss resulting from applying any of the
information provided in this publication or from any other source
mentioned. Please consult with a qualified professional for
financial advice. The author does not own shares in this
investment.