De grote rotatie: van concentratie naar diversificatie

Eli Koen is co-portfolio manager of UBAM – Positive Impact Emerging Equity and UBAM – Positive Impact Global Equity. He joined UBP in 2010. Previously Eli Koen was the co-head of Emerging Europe Equities at Fortis Investments in London where he managed the Fortis L Fund Equity Turkey since inception in 2005 until 2010 and co-managed Fortis L Fund Equity Europe Emerging between 2005 and 2010. Prior to fund management, Eli Koen was a research analyst in emerging markets at Goldman Sachs and Lehman Brothers in London and Finansbank in Istanbul between 1993 and 2001.

He holds a Master in International Economics and Finance from The Brandeis University at Waltham, Massachusetts and a bachelor’s degree in Economics from Bogazici University in Istanbul.

Thomas Maloney is European head of the Portfolio Solutions Group, where he focuses on conducting investment research and using AQR’s capabilities to enhance client portfolios. He contributes to white papers and engages clients on topics such as strategic asset allocation and capturing alternative sources of return. He is author and co-author of many published articles, including “Market Timing: Sin a Little” (JoIM), “Value and Interest Rates” (JoPM) and “Honey, the Fed Shrunk the Equity Premium” (JoPM). Prior to AQR, he was a senior quantitative analyst and portfolio manager at Brevan Howard Asset Management, specializing in quantitative macro strategies and portfolio construction.

Thomas earned an M.Phys. in physics with first class honors from the University of Oxford.

Tom Wilson is the co-portfolio manager of the BNY Mellon Small Cap Euroland Fund and manages a selection of global equity mandates.

Tom joined Newton in September 2023 from Insight Investment, where he was part of the specialist equity team, running a sleeve of the pan-European centric absolute-return portfolio as well as a UK equity income mandate. He has over 15 years of industry experience, incorporating roles both as an analyst and a portfolio manager, and has experience managing unconstrained and income-focused long-only equity mandates as well as unconstrained long/short absolute-return portfolios.

Prior to joining Insight in 2018, Tom worked at BMO Asset Management (formerly F&C). He initially worked on the ESG-focused stewardship team, before moving to the wider UK equity team and later becoming part of the pan-European equity team. Tom graduated from Southampton University with a BSc in Economics.

Outside of work, Tom is an FA-qualified football coach and enjoys coaching the Dover Rangers Navy Blue, a youth football team in the Faversham & District Youth Football League. His under 10 team trains once per week and competes in matches on Saturdays.

Yvan joined UBP in November 2015 as fund analyst and portfolio manager. He is the investment specialist for UBP – Positive Impact Platform. He was previously portfolio manager and fund manager at Coutts where he was responsible for managing the wealth of international clients on an advisory and discretionary basis out of Zurich. Yvan joined Coutts in June 2010 to develop the security selection (Funds and ETFs) before launching and co-managing the Coutts Multi Asset Fund.

He has over 20 years of experience as a quantitative analyst, portfolio manager and sales manager. Prior to Coutts, he worked as distribution head, in the area of discretionary assets for UK International and Eastern European clients at Credit Suisse Asset Management. Yvan holds a Master of Science in Banking and Finance from the University of Lausanne and is a Certified Financial Risk Manager.