Monday 11th October 2021, 6pm – 9.30pm

Company Presentation – Jupiter Green Investment Trust

Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £58.8bn /$81.0bn /€69.1bn as at 31/03/2021.

 Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.

https://www.jupiteram.com/uk/en/professional/

Jon Wallace, Fund Manager, Environmental Solutions

Jon is the Fund Manager of Jupiter’s Environmental Solutions funds with Rhys Petheram. He joined Jupiter in July 2009. Before joining Jupiter, Jon worked at Forum for the Future, a non-profit organisation that works in partnership with business, government and civil society to accelerate the shift toward a sustainable future. He began his investment career in 2009. Jon has a BA in Economics and History and an MSc in Environmental Technology.

The Mello BASH (Buy, Avoid, Sell & Hold)

The MelloBASH features a mix of Fund Managers and Private Investors including Kevin Taylor, Edward Roskill and Jack Brumby.  They will be giving their verdicts together with the audience on listed companies selected by you…our Mello delegates.  Donations will be made to their chosen charities to show our appreciation of their excellent research and diligent coverage of the selected companies.  Do let us know which companies you’d like analysed in future MelloMonday BASH panels by emailing georgina@melloevents.com.

Kevin began his City career 27 years ago, training as an actuary with a focus on defined benefit pension schemes. In 1997 he moved over to Investment Banking and joined a structured finance team working on complex projects and debt finance for large corporates. During those 27 years of financial markets experience Kevin has been a keen small cap investor looking after his family’s portfolios and trading on both the long and the short side of markets. Kevin is one of the more sceptical member of our panel and likes to see proof that demonstrate management’s claims before investing in a management team.

I’m looking for compounding investments  

I started off in Leisure – a part of the market I still love, but an area where stocks can appear “cheap” for years without going anywhere. It made me realise that valuation is only one part of the puzzle. 

Now I sift through a much broader universe of stocks in search of small, high quality operators with large addressable markets, strong and maintainable margins, and clear share price catalysts. 

@jpbrumby

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