Our purpose, culture and history
From day one to the present, enduring, responsible wealth creation has been our sole purpose
Aiming to deliver enduring wealth creation by investing responsibly
Harnessing investor capital to change companies for good, from within
Shaping the conversation on responsible investing.
Chi joined as an analyst in 2009 and has been a portfolio manager for the European Equities strategies since 2013. Prior to this, he worked at Execution Limited as a senior telecoms analyst, establishing a reputation for interesting and commercial analysis, before moving internally to the newly-formed asset management division (Sourcecap International). Previously he was at Credit Suisse First Boston, initially supporting the inception of the global value-based research group (the predecessor to HOLT) before being recruited internally to join the highly-rated pan-European telecom team. Chi started his career at the financial services practice of Ernst & Young, where he qualified as a Chartered Accountant after graduating from University of Manchester Institute of Science and Technology (UMIST) with a BSc in Clothing Engineering and Management.