Edmund is currently based in Paris, after working for several years in London as Global Head of Equity Derivative Strategy in BNP Paribas Global Markets. Edmund has previously worked at Barclays Capital (as Head of European Equity Strategy), BNP Paribas (as a Prop Trader), Julius Baer, Schroders and Goldman Sachs over a 26-year career in financial markets based in Paris and London. He also holds a PhD in Artificial Intelligence from the University of Birmingham.

X @TheIdleInvestor

MIGO Opportunities Trust is a high conviction strategy that invests in discount opportunities in the closed-ended sector where the managers believe there is a catalyst to extract the value via activism and engagement. The trust is able to invest in any geography or asset class providing it is held in an investment trust structure.

Charlotte Cuthbertson

Charlotte joined AVI in July 2023 as a Fund Manager and will be co-manager of the MIGO Opportunities Trust. Charlotte has 8 years’ experience in the finance industry, with the last 5 years specialising in investment trusts.  Prior to AVI she worked at Tyndall Investment Management and Premier Miton Plc.  She holds a BA in Modern History from St Anne’s College, Oxford.

Tom Treanor

Tom joined AVI in February 2011 and was appointed to the Board in September 2017. He is a Portfolio Manager and Head of Research working closely with the analyst team providing support and guidance on prospective and current investments across the portfolio. In addition Tom takes responsibility for all investments in closed-end funds. Tom spent nine years working for Fundamental Data/Morningstar in various roles involving closed-end fund analysis. He has a degree in Economics from the University of Leicester and is a CFA charterholder.

EJF Capital LLC(“EJF”) is an SEC-registered alternative asset management firm headquartered outside of Washington, D.C. EJF manages approximately $5.3 billion of private equity assets, hedge fund assets and separately managed accounts, which includes $2.9 billion of CDO assets through affiliates. EJF currently employs approximately 45 professionals across two offices (Arlington, Virginia · London, England)

EJF Investments Ltd (“EJFI” or the “Company”) is a closed‐end fund that trades on the Specialist Fund Segment of the Main Market of London Stock Exchange plc under the symbol “EJFI.” EJFI’s objective is to provide shareholders with attractive risk adjusted returns through regular dividends and capital growth over the long term. EJFI offers exposure primarily to a diversified portfolio of debt issued by smaller US banks and insurance companies and participation in certain management fee income streams of EJF Capital LLC. EJFI was listed in 2017 and since inception has generated 93.13% in total NAV returns, alongside an 8.33% annualised NAV return, with an annual dividend yield of 9.2%  (on share price) with no dividend reductions, suspensions or deferrals since listing.

Neal J. Wilson

Mr. Wilson serves as the Chief Executive Officer and Co-Chief Investment Officer for EJF Investments Manager LLC and is a member of its Investment Committee. In addition to serving as the Chief Executive Officer for EJF Investments Manager LLC, Mr. Wilson is a founding member of EJF Capital LLC and serves as its Co-Chief Executive Officer.  Prior to forming EJF Capital LLC, Mr. Wilson served as a Senior Managing Director for both the Alternative Asset Investments and Private Wealth Management groups at Friedman, Billings, Ramsey Group, Inc. (“FBR”).  Prior to joining FBR, he was a senior securities attorney at Dechert LLP and a Branch Chief in the Division of Enforcement at the US Securities and Exchange Commission in Washington, D.C.  He is a member of the Board of Directors of Urban Exposure Finance Limited and a member of the Board of Trustees of Hood College.  He served as a member of the Board of Trustees of Sidwell Friends School for five years until 2018.  He also served as a member of the Board of Trustees for the Montgomery County (Maryland) Public Schools Employee Pension for nine years until 2013 and in 2014 received a Distinguished Service Award from Montgomery County for his contributions.  In June 2014, Mr. Wilson served as Co-Chair of the Bridges Gala for the Marriott Foundation for People with Disabilities Bridges from School to Work Program.  He received his BA from Columbia University and his JD from the University of Pennsylvania.

Being able to vote is your right as a shareholder, whether you hold your shares directly or on an investment platform.
 But at the moment, there’s no law saying that platforms have to pass on voting rights to their customers. Some fail to pass on these rights, decline to vote shares when requested or charge customers to vote.
 The Association of Investment Companies (AIC) has launched a campaign, ‘My share, my vote’, to make sure no shareholder is denied their right to vote.
Please sign the AIC’s petition to change company law so that platforms and other nominees cannot avoid passing on voting rights to their customers.

Click here to sign the petition