Join our June Investor Webinar for a focused look inside the world of listed investment trusts.
Hear directly from investment trust managers as they discuss how they are navigating today’s markets, where they are finding opportunities, and how portfolios are being positioned for the months ahead. This is a chance to go beyond the headlines and understand the real decisions being made inside trust portfolios.
A live Q&A will follow, giving investors direct access to the managers and the opportunity to ask questions on performance, strategy, and outlook.
6pm Start – Online – Ian Conway – Sharesify host
6:05pm
Nicola Takada Wood – Managing Director Japan
Nicola joined AVI in January 2025 as Managing Director Japan. Previously she was at Redwheel where she was Portfolio Manager and Portfolio Advisor of the Japan strategy, and prior to that she was responsible for Japanese Equity Sales at Mizuho International and Japanese Sales Trading at Goldman Sachs (Japan). Nicola has a BSc from University of London, SOAS.
AVI Japan Opportunity Trust (“AJOT”) is a Japanese active engagement strategy, investing in a focussed portfolio of over-capitalised small-cap Japanese equities. We aim to achieve long-term capital growth by engaging with our portfolios of Japanese equities to unlock value. Our approach is to be the catalyst that drives share price improvement through consultant led, active engagement that goes above and beyond
6:35pm
Tim Lewis Executive Director
Tim Lewis, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He has a particular focus on core Europe mandates. An employee since 2013, Tim joined the firm as a graduate trainee. He obtained a BA in Business and Economics at Trinity College Dublin, and an MSc in Behavioural Economics from the University of Nottingham and is a CFA charterholder.
JPMorgan European Growth & Income (JEGI) aims to provide long term outperformance and a predictable income stream from a single share class by investing in Continental European equities. The portfolio is run by experienced European equity managers, supported by J.P. Morgan Asset Management’s dedicated European equity team, and is constructed using a flexible, best-ideas approach focused on stocks with the potential to generate attractive total returns; the Company also targets a 4% annual enhanced dividend, paid quarterly.
Ian Conway has worked in financial markets for over 30 years as a bond and equity trader, Extel-rated analyst and strategist, and partner of a stockbroking firm. He also founded a financial research company servicing institutional clients prior to writing for and editing Shares magazine. Ian admits to supporting “The Irons” and being a complete petrolhead with several old motors.
Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.
