Sharesify 24th June Webinar Event – Registration Opening Soon, Bringing You Direct Insights from Listed Companies and Investment Trusts with live Q&A. This investor webinar June session will provide an excellent opportunity to hear directly from industry leaders.
6pm Start – Online – Ian Conway – Sharesify host
6:05pm
Nicola Takada Wood – MD of AVI Japan Opportunity Trust
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 (“A JOT”) 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.
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