For decades, investment managers have been largely split into two groups: fundamental investors and quantitative investors. And so, it is not surprising that we are often asked to choose a side. But it’s not that simple: we use a unique style, marrying a systematic approach, which minimises behaviour biases, with a fundamental analysis.
In our latest edition of Equitorial, we explain why we adopt an integrated investment approach and how it shapes our research agenda.
Lewis joined the international business of Federated Hermes in February 2008 as a portfolio manager on the Global Equities team. In addition to his role as portfolio manager, Lewis is responsible for designing and implementing many of the team's systems. In particular he created our proprietary risk-modelling system, MultiFRAME, which is used across all investment teams based in London. He joined from Aon Consulting, where he worked as an actuarial consultant specialising in providing valuations and asset-liability modelling to a range of corporate and institutional clients. Lewis graduated from the University of Warwick in 2003 with a Master's degree in Mathematics, Operational Research, Statistics and Economics and subsequently qualified as a Fellow of the Institute of Actuaries.
Lewis Grant, Senior Portfolio Manager, Global Equities, at Hermes Investment Management, highlights the technology companies hiding behind the glitz and glamour of consumer-facing stocks. While the New Year kicked off in the UK with grey skies and drizzle in the air, in Las Vegas the glitz and glamour of the CES technology show rolled into town. Amongst the razzmatazz of big budget, ground breaking VR products it is easy for investors to become distracted, however, we look beyond the sequins to discover the hidden technologies behind the futuristic gadgets we see at these shows.