David Sheppard
Gestore di Portafoglio-Azioni presso Guinness Asset Management Ltd.
Provenienza dei contatti di primo grado di David Sheppard
Entità | Tipo di entità | Settore Industriale | |
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Guinness Asset Management Ltd.
Guinness Asset Management Ltd. Investment ManagersFinance Guinness Asset Management Ltd., dba Guinness Global Investors (Guinness), is an independent fund manager headquartered in London, UK. The firm was founded by Timothy "Tim" Guinness in 2003. They provide actively managed portfolios in a selection of asset classes and specialist growth themes to assist investors in achieving their investment goals. Guinness is a signatory to the UN Principles for Responsible Investment (UN PRI).
19
| Private Company | Investment Managers | 19 |
Occam Asset Management LLP
Occam Asset Management LLP Investment ManagersFinance Occam Asset Management LLP (Occam) is an independent UK alternative investment firm which was founded in 2007 by Jonathan Hughes-Morgan and David Sheppard. Based in London, Occam is a specialist fund management firm dedicated to providing superior returns with effective risk management. The firm's name comes from William of Ockham, a fourteenth-century Franciscan Friar who proposed the principle now called 'Occam's Razor', which is often paraphrased as 'All other things being equal, the simplest solution is the best'. Occam offers traditional and alternative investment strategies for professional investors across Europe and Asia.
14
| Extinct | Investment Managers | 14 |
Liontrust Investment Partners LLP
Liontrust Investment Partners LLP Investment ManagersFinance Liontrust Investment Partners LLP (Liontrust IP) is the fund management subsidiary of Liontrust Investment Services Ltd., itself a subsidiary of Liontrust Asset Management Plc (LON: LIO) in Great Britain. The firm is headquartered in London and was founded in 2010. Liontrust IP offers investment management and advisory services to professional investors. They also serve as an investment adviser to the Liontrust range of funds.
9
| Subsidiary | Investment Managers | 9 |
Hadron Capital LLP
Hadron Capital LLP Investment ManagersFinance Hadron Capital LLP is an alternative investment management firm headquartered in London, UK. The firm was founded in 2004 by Marco D'Attanasio, Dr. Giuseppe di Cecio and Massimiliano Ciuchini. They are a subsidiary of Hadron Capital UK Ltd., which is owned by Hadron Capital (Cayman) Ltd. in the Cayman Islands. Hadron Capital manages Hadron Alpha Plc in respect of its two sub funds Hadron Alpha Select Fund and Hadron Alpha Merger Arbitrage Fund.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Sheppard tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Hermes Investment Management Ltd.
Hermes Investment Management Ltd. Investment ManagersFinance Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients. | Investment Managers | Portfolio Manager-Equities | |
M&G Investment Management Ltd.
M&G Investment Management Ltd. Investment ManagersFinance M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Analyst-Equity | |
Royal London Asset Management Ltd.
Royal London Asset Management Ltd. Investment ManagersFinance Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers. | Investment Managers | Portfolio Manager-Equities | |
ATLANTIS JAPAN GROWTH FUND LIMITED | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Guinness Atkinson Asset Management, Inc.
Guinness Atkinson Asset Management, Inc. Investment ManagersFinance Guinness Atkinson Asset Management, Inc. (Guiness Atkinson-UK) is an independent Great Britain-based fund management firm which was founded by Tim Guinness and Jim Atkinson in 2002. Based in London, the firm assumed full management of the Guinness Atkinson Funds in 2003. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer Founder Director of Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Robeco Institutional Asset Management BV
Robeco Institutional Asset Management BV Investment ManagersFinance Robeco Institutional Asset Management BV (RIAM) is the Netherlands-based asset management subsidiary of Robeco Europe NV, itself a subsidiary of ORIX Corp. (TYO: 8591, ADR: IX), a Japanese business conglomerate that started operations in 1964. Headquartered in Rotterdam, the firm was founded in 1929 and provides investment products and services to institutional and private clients through locations in Europe, the US, the Middle East and Asia. RIAM is a socially responsible investor which engages in active dialogue with the companies in which they invest about good corporate governance and subjects of environmental or social interest. Their product range encompasses fixed-income, equity and alternative investments. | Investment Managers | Head-Equity Investments | |
University of Bath | College/University | Graduate Degree | |
THE EUROPEAN SMALLER COMPANIES TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
Thames River Capital LLP
Thames River Capital LLP Investment ManagersFinance Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Polar Capital LLP
Polar Capital LLP Investment ManagersFinance Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Guinness Atkinson Asset Management, Inc. (US)
Guinness Atkinson Asset Management, Inc. (US) Investment ManagersFinance Guinness Atkinson Asset Management, Inc. (US) (GAAM US) is the US-based investment management arm of Guinness Atkinson Asset Management, Inc. in Great Britain. The firm was founded by Tim Guinness and Jim Atkinson in 2002. They are headquartered in Pasadena, California. GAAM US serves as the investment advisor to the Guinness Atkinson Funds, a family of no-load mutual funds. | Investment Managers | Chief Executive Officer Founder Director of Investments | |
University of Oxford | College/University | Graduate Degree Graduate Degree | |
University of Cambridge | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Mirabaud Securities Ltd.
Mirabaud Securities Ltd. Investment Banks/BrokersFinance Mirabaud Securities Ltd. (MSL) is the brokerage subsidiary of Mirabaud SCA, which is ultimately held by Mirabaud Partners &Cie SCS. The firm is headquartered in London and was founded in 1962. MSL provides brokerage services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Mirabaud Asset Management Ltd.
Mirabaud Asset Management Ltd. Investment ManagersFinance Mirabaud Asset Management Ltd. (MAM) is the Great Britain-based subsidiary of Mirabaud SCA, itself a wholly-owned subsidiary of Mirabaud Partners & Cie in Switzerland. The firm was founded by Philip Watson in 1982 as TWH Management, later taken over by Mirabaud Pereire Holdings. Headquartered in London, MAM provides a focused and specialized range of investment solutions to institutional and wholesale investors on a global basis. | Investment Managers | Corporate Officer/Principal | |
University of Bocconi | College/University | Undergraduate Degree | |
University of the West of England | College/University | Undergraduate Degree | |
Somerset Capital Management LLP
Somerset Capital Management LLP Investment ManagersFinance Somerset Capital Management LLP (Somerset) is an independent, specialist Global Emerging Markets investment management firm headquartered in London, UK. The firm was founded in 2007 by Edward Robertson, Dominic Johnson and Jacob Rees-Mogg. Somerset provides discretionary investment advisory services to its clients, which include institutions with separately managed accounts and pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Goodhart Partners LLP
Goodhart Partners LLP Investment ManagersFinance Goodhart Partners LLP (Goodhart) is an independent, multi-boutique asset manager headquartered in London, UK. The firm was founded in 2009 through the management buyout of WestLB Mellon's multi-manager team. Goodhart primarily offers fundamental, research driven, discretionary investment advisory services to professional and institutional investors through a range of pooled collective investment vehicles and to separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Bloomberg LP (UK) | Investment Managers | Corporate Officer/Principal | |
Northland Capital Partners Ltd.
Northland Capital Partners Ltd. Investment Banks/BrokersFinance Northland Capital Partners Ltd. provides investment banking services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1991. Robert Alan Johnson has been the CEO of the company since 2010. | Investment Banks/Brokers | Director/Board Member | |
The Burdett Trust For Nursing
The Burdett Trust For Nursing Services to the Health IndustryHealth Services The Burdett Trust for Nursing is an independent charitable trust that was established in 2002 with the aim of making charitable grants to support the nursing contribution to healthcare. The trust is based in London, UK, and was founded in 2001. The trust is committed to tackling all forms of injustice and works to recognize and address biases and stereotypes that counter opportunity. The trust offers various grant programs, including the Florence Nightingale Garden Grant Program and the Burdett Nursing Awards 2023, which reward nursing teams for their sustained commitment to providing high-quality care. The CEO is Shirley Baines. | Services to the Health Industry | Director/Board Member | |
Parmenion Capital Management LLP
Parmenion Capital Management LLP Investment ManagersFinance Part of Parmenion Capital Partners LLP, Parmenion Capital Management LLP provides investment management services. The company is based in Bath, UK. | Investment Managers | Chairman | |
Gresham's School
Gresham's School Other Consumer ServicesConsumer Services Gresham's School provides school education services. The private company is based in Holt, UK. The British company was founded by John Gresham. | Other Consumer Services | Director/Board Member | |
Hitosubashi University | College/University | Graduate Degree | |
Robeco Institutional Asset Management US, Inc.
Robeco Institutional Asset Management US, Inc. Investment ManagersFinance Robeco Institutional Asset Management US, Inc. (RIAM US) is a SEC-registered investment adviser headquartered in New York City. The firm is a direct subsidiary of Robeco Holding BV, ultimately held by ORIX Corp. (TYO: 8591) in Japan. RIAM US provides investment advice primarily in global equity securities to US institutional investors on a fully discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
Guinness Renewable Energy EIS
Guinness Renewable Energy EIS Investment ManagersFinance Guinness Renewable Energy EIS (Guinness Renewable Energy) is a private equity firm, subsidiary of Guinness Asset Management Ltd. founded in 2010 by Guinness Timothy Whitmore Newton. The firm is headquartered in London, the United Kingdom. | Investment Managers | Founder Investment Committee Member Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Analyst | |
RELMADA THERAPEUTICS, INC. | Pharmaceuticals: Major | Director/Board Member | |
Wolf & Badger Ltd.
Wolf & Badger Ltd. Specialty StoresRetail Trade Wolf & Badger Ltd. owns and operates retail stores. The company was founded by George Zachary Graham and Henry Rufus Graham in 2010 and is headquartered in London, the United Kingdom. | Specialty Stores | Director/Board Member | |
Cera Care Ltd.
Cera Care Ltd. Medical/Nursing ServicesHealth Services Cera Care Ltd. engages in the provision of homecare services for the elderly. The firm offers household help, medication prompting, personal care and hygiene, elderly care, respite care, post discharge care, and private nursing services. The company was founded by Marek Sacha, Marketa Strakova, Martin Ocenas, and Mahiben Maruthappu and is headquartered in London, the United Kingdom. | Medical/Nursing Services | Director/Board Member | |
Aptem Ltd.
Aptem Ltd. Packaged SoftwareTechnology Services Aptem Ltd. designs and develops delivery platform for vocational training & employability. The company was founded in 2009 by Richard Alberg and Richard Alberg and is headquartered in London, the United Kingdom. | Packaged Software | Director/Board Member | |
Church House Investment Management Ltd. | Director/Board Member | ||
Gresham's Foundation
Gresham's Foundation Miscellaneous Commercial ServicesCommercial Services Gresham's Foundation provides charitable services. | Miscellaneous Commercial Services | Director/Board Member | |
Steadfaith Ltd.
Steadfaith Ltd. Investment ManagersFinance Steadfaith Ltd. provides fund management services. | Investment Managers | Director/Board Member | |
Tweedfine Ltd.
Tweedfine Ltd. HomebuildingConsumer Durables Tweedfine Ltd. develops building projects. The private company is based in Coventry, UK. | Homebuilding | Director/Board Member | |
Border to Coast Pensions Partnership Ltd.
Border to Coast Pensions Partnership Ltd. Investment ManagersFinance Border to Coast Pensions Partnership Ltd. (Border to Coast) is an independent pension fund management firm headquartered in Leeds, UK. Founded in 2018, the firm oversees the investment of pension’s assets of Local Government Pension Scheme funds. Border to Coast manages the assets of its Partner Funds through both internal and external management within a number of investment vehicles, including an Authorized Contractual Scheme. | Investment Managers | Portfolio Manager-Equities | |
Junius S Morgan Benevolent Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
Polen Capital UK LLP
Polen Capital UK LLP Investment ManagersFinance Polen Capital UK LLP (Polen Capital) is an independent asset manager headquartered in London, UK. The firm provides active, high-conviction, growth equity, and high yield credit strategies to a wide range of clients. Polen Capital is a supporter of the following industry associations: TCFD, CDP and UNPRI. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Barts Pub Ltd.
Barts Pub Ltd. RestaurantsConsumer Services Barts Pub Ltd. is a British company that operates licensed restaurants, public houses, and bars. The company is based in Norwich, UK. The company was founded in 2016. | Restaurants | Director/Board Member | |
Sapphire Energy Ltd.
Sapphire Energy Ltd. Electric UtilitiesUtilities Sapphire Energy Ltd. is a British company that generates and supplies energy. The company is based in Belfast, UK. The company was founded in 2013. | Electric Utilities | Director/Board Member | |
NoviaCHP Ltd.
NoviaCHP Ltd. Alternative Power GenerationUtilities NoviaCHP Ltd. was founded in 2015 and engages in the generation of electricity from renewable resources. The company is based in Norwich, UK. | Alternative Power Generation | Director/Board Member | |
Lyford Renewables Ltd.
Lyford Renewables Ltd. Electric UtilitiesUtilities Lyford Renewables Ltd. is a British company that was founded in 2014 and engages in the production of electricity. The company is based in Norwich, UK. | Electric Utilities | Director/Board Member | |
Kibo Hospital Services Ltd.
Kibo Hospital Services Ltd. Medical/Nursing ServicesHealth Services Kibo Hospital Services Ltd. is a hospital operator. The company is based in Warrington, UK. The British company was founded in 2016. | Medical/Nursing Services | Director/Board Member | |
All Faiths Remembrance Parks Ltd.
All Faiths Remembrance Parks Ltd. Other Consumer ServicesConsumer Services All Faiths Remembrance Parks Ltd. is a British company that provides funeral services. The company is based in Norwich, UK and was founded in 2016. | Other Consumer Services | Director/Board Member | |
GUINNESS VCT PLC | Financial Conglomerates | Director/Board Member |
Statistiche
Distribuzione geografica
Regno Unito | 45 |
Stati Uniti | 4 |
Paesi Bassi | 2 |
Italia | 2 |
Giappone | 2 |
Settori
Finance | 25 |
Consumer Services | 10 |
Miscellaneous | 5 |
Health Services | 4 |
Utilities | 4 |
Posizioni
Portfolio Manager-Equities | 70 |
Director/Board Member | 38 |
Analyst-Equity | 33 |
Chief Investment Officer | 10 |
Chairman | 10 |
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