Tags Carmignac, Lightman … The portfolio structure is clear and easy to understand. 14 May 2020. Given the economic shut down, bank investors are correctly weighing the scale of loan loss provisions in 2020. In this article we outline arguments that make the case for recovery. Risk warning to all investors: The value of investments in any financial assets may fall as well as rise. Key Investor Information Documents (KIID’s): Lightman European Equities Fund (Lux SICAV). Please check your inbox, we have emailed you a link to confirm your email address. He holds the IMC and Certificate in Securities. What are the implications for European Equities? His Lightman … He was also head of analysis of the global financials sector, specialising in researching banks. JavaScript needs to be enabled to complete CAPTCHA. Please check your inbox, we have emailed you a link to confirm your email address. Unsurprisingly for a contrarian fund, valuations play an important role in stock selection. Shares in Italian banks have been hit hard by fears over the government's budget deficit, but Rob Burnett is sticking to his bet. Lightman Investment Management Ltd Is An Independent Investment Management Company Based In London Dedicated To European Equities. “Investors are committed to a deflationary thesis — and such is their fervor that many believe inflation cannot return in any circumstance. Rob Burnett’s decision to launch a European equity fund at a time when the asset class is deeply unloved has been labelled a “brave step” but the ex-Neptune manager could be “one to watch” if value investing returns. You can view performance in individual jurisdictions. We use cookies to give you the best experience on our website. SRD Engagement Policy and Compliance Statement. At least 80 per cent of the fund must be in European shares, excluding the UK. At times of higher market volatility we believe it can pay to step back and assess valuations within longer historical time periods. Many investors believed the dot com bubble was a one-off, with never to be repeated dispersion in valuation within the equity market. Lightman is registered with Companies House in England and Wales under the registration number 11647387, having its registered office at c/o Buzzacott LLP, 130 Wood Street, London, United Kingdom, EC2V 6DL. Rather than rely on theory, we focus on investment characteristics that have been proven to work with the highest consistency over the longest time frames. Past performance is not an indicator of future performance. A full copy is available here. View limitations & usage restriction. Luis graduated with a degree in Business Administration with a specialisation in Finance at CUNEF University. Previously, he was the investment director and head of European equities at Neptune Asset Management. Prior to running the European Opportunities Fund he managed the Neptune Japan Opportunities Fund. You're only seeing a fraction of our data. 9/30/2019 - Imram Rafiq: The Octo Big Ask. Decisions to invest in any fund should be taken only on the basis of information available in the latest fund documents. By your continued use of this site you accept such use. Rob Burnett works as a fund manager at Lightman Investment Management. To change your settings please. He … The LF Lightman European Fund (UK OEIC) and the Lightman European Equities Fund (Lux SICAV) are concentrated, high conviction portfolios of 40-50 European equities. © 2020 citywireamericas.com. Octo Members. He joined Neptune in June 2002, and in May 2005 became fund manager of the Neptune European Opportunities fund. Lightman, however, does not intend to receive subscription orders from retail clients and accordingly such retail clients should either contact their investment adviser or the Management Company Link Fund Solutions (“Link”) in relation to any fund documents. Octo Members. “Investors are committed to a deflationary thesis — and such is their fervor that many believe inflation cannot return in any circumstance. Charlie Whyman: The Octo Big Ask. His Lightman European fund will be based on his investment philosophy and processes. GDPR: Lightman may process personal information of persons using this website. Register to get unlimited access to all of Citywire’s fund manager database. Video Financial advice: Felix Milton on pushing the regulator to enforce industry-wide charters, and … If you would like to, you can find out more about cookies and managing them at any time, We use cookies to improve your experience. If you are (or represent) Rob Burnett and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk, © 2020 citywireamericas.com. Please note that scraping/crawling/copying and using our content for any commercial purpose is against our terms and conditions. We use cookies to give you the best experience on our website. Register to get unlimited access to all of Citywire’s fund manager database. You can continue to use the website and we'll assume that you are happy to receive cookies. There are reasons to suggest this process of recovery could begin imminently. Lightman or any of the funds referenced on this website are not approved for marketing outside of the EEA. Rob Burnett works as a fund manager at Lightman Investment Management. Phil spent 9 years working alongside Rob, managing a range of clients at Neptune Investment Management. 9/30/2020, Equity - European Small & Medium Companies, Equity - Eurozone Small & Medium Companies, Over 16,000 full fund manager factsheets and career histories, Email updates covering the best performing fund managers, Investment analysis and our award winning editorial content. We are constantly updating our comprehensive database of fund managers and their career history. Mr Burnett says relative valuations in European equities have reached historical extremes and quantitative easing has led the banks to drop to a huge discount to consumer staple companies, and as such he believes a recession is priced into markets. As you were browsing Citywire something about your browser made us think you were a bot. Rob Burnett is a very experienced European fund manager and has recently set up Lightman Investment Management, having spent 16 years at Neptune. Former Neptune manager Rob Burnett has unveiled plans for the first fund launch from his new investment business, Lightman Investment Management, which has received FCA authorisation and was set up at the start of this year. We urge users to contact the third party for any query related to their website. He is a CFA charter holder, and has completed the Financial Risk Manager programme. © The Financial Times Ltd 2020 "FT", "Financial Times", "FTAdviser" and "Financial Adviser" are trademarks of The Financial Times Limited and their associated companies. Rob Burnett works as a fund manager at Lightman Investment Management. Burnett graduated from the University of Oxford with a degree in politics, philosophy and economics. Key documentation (Prospectus, KIID, application form etc.) Neptune European Opportunities manager will launch Lightman Investment Management, with Thomas Smith taking on his old fund. Offer, advice, or recommendation: No information or document on this website is intended to act as an offer, investment advice or recommendation to buy or sell a product or to engage in investment services or activities. © 2020 citywire.co.uk. The region was slow to emerge afterwards and has so far failed to gain the required momentum to remove or at least limit the exceptional stimulus that has characterised the global financial crisis. He joined Neptune in June 2002, and in May 2005 became fund manager of the Neptune European Opportunities fund. Previously, he was the investment director and head of European equities at Neptune Asset Management. More information on how Ratings are calculated, For news and performance for funds and managers available. You've disabled JavaScript in your web browser. In 2008 he decided to return to his native Madrid where he continued to work in equities shifting his focus from fundamentals to quantitative analysis of markets. You must consult your investment adviser or a lawyer before engaging in any investment service or product. Video Adviser Insight: Adrian Murphy of Murphy Wealth. Previously, he was the investment director and head of European equities at Neptune Asset Management. We cannot accept any liability arising from loss or damage from the use of this website. Rob Burnett works as a fund manager at Lightman Investment Management. +44 (0) 20 3667 3425 info@lightmanfunds.com About us You can continue to use the website and we'll assume that you are happy to receive cookies. Sumit also holds an MBA, completing his programme at the Saïd Business School, Oxford.

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