The views expressed are those of the portfolio managers as of February 2023 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Senior Fund Manager & Head of Multi-Asset Value
Giorgio is a Senior Fund Manager and Head of JOHCM's Multi-Asset Valueteam. He was most recently employed as Portfolio Manager and Senior Analyst by First Eagle Investment Management. Giorgio joined First Eagle in September 2009 as a Research Analyst and member of the firm’s Global Value Team. He was co-portfolio manager of the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund from each fund’s inception until July 2016. Prior to First Eagle, Giorgio was a Managing Director and Industry Generalist Investment Analyst at JANA Partners LLC, a value and event-driven hedge fund, and an Investment Banking Associate at Credit Suisse First Boston. Before graduate school, he was a Quantitative Analyst and the Interest Rate Trader for the Equity Derivatives Group at Lehman Brothers. He has a BS in Operations Research, with minors in German Literature, Italian Literature and Applied and Computational Mathematics, from Princeton University, as well as an MBA in Finance with Honors from Columbia Business School. Giorgio is fluent in German and Italian.
Robert is a Senior Fund Manager for JOHCM's Multi-Asset Value team. He was most recently employed as Portfolio Manager and Senior Analyst by First Eagle Investment Management, which he joined in 2001 initially as a Risk Arbitrage Analyst, moving to the firm’s Global Value team in 2008. He was co-portfolio manager of the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund from each fund’s inception until October 2016. Before graduate school he was a Research Associate in the Equity Research Department of Credit Suisse First Boston. He holds a BA in Politics from Princeton University, with a Certificate in Political Theory, and an MBA from Columbia Business School. Robert also holds the Chartered Financial Analyst (CFA) designation.
Adam is a Senior Fund Manager and Head of Credit for JOHCM’s Multi Asset Value team. He was most recently employed as a Senior Investment Professional at Piney Lake Capital, a hedge fund, where he focused on private credit and special situations credit investing. Prior to Piney Lake, Adam was a Portfolio Manager at TOMS Capital, a multi-billion dollar single family office, focusing on special situation investments in both debt and equity markets. Before TOMS Capital, he was a Vice President at BlackRock Kelso Capital. While there, he worked on the formation of the firm’s liquid credit business. Prior to BlackRock Kelso Capital, Adam was a senior analyst at RockView, a credit and event driven hedge fund. While at RockView he researched and initiated investments across the capital structure while focusing on fundamental value in unfollowed, misunderstood, and complicated securities. Adam began his career in 2001 in the Mergers and Acquisitions group at Credit Suisse First Boston.
Adam received an A.B. degree in Astrophysics from Princeton University with Honors.
Rémy is Fund Manager for JOHCM’s Multi-Asset Value team. He comes to JOHCM after spending four years at Harris Associates as Senior International Investment Analyst. Prior to Harris Associates, Remy was a member of the European equity research team for six years at DNCA Investments, a Value Asset Manager based in Paris. Remy received his master’s degree in Finance from Skema Business School. He holds the Chartered Financial Analyst (CFA) designation. He is fluent in French.
14 years’ industry experience, joined Regnan in June 2020.
Tim Crockford leads the Regnan Equity Impact Solutions team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes.
13 years’ industry experience, joined Regnan in May 2020.
Mohsin is a fund manager dedicated to the strategy. He was previously a senior analyst on the Hermes Impact Opportunities Equity Fund, having joined Hermes in 2017. Prior to Hermes, Mohsin was an investment manager in Global Equities at Pictet Asset Management. At Pictet his experience included working on thematic equity funds including Water, Clean Energy and Agriculture.
10 years’ industry experience, joined Regnan in May 2020.
Maxime is an investment analyst dedicated to the strategy. He has a decade of experience in sustainable investment. Previously, as an investment analyst at Hermes from 2016, he participated in the design, launch and management of the Hermes Impact Opportunities Equity Fund. Prior to this he led the integration of ESG and stewardship across investment strategies.
6 years’ industry experience, joined Regnan in April 2020.
Maxine is an investment analyst dedicated to the strategy. She was previously an analyst on the Hermes Impact Opportunities Equity Fund. Maxime transferred to the Hermes Impact team in 2016, having initially joined the Hermes EOS team in 2014. She headed up the chemicals sector team, while also focusing on the financial services, industrials and technology sectors.