Analyst Day

On 20 November 2014, we hosted an Analyst Day, for the analysts from the broking houses which research investment trusts. During the course of the morning, they heard presentations from Katherine Garrett-Cox, Chief Executive, who provided an update on the Trust and Patrick Mill, Managing Director of Alliance Trust Savings, who provided a business update on the retail platform business.

They also heard from Peter Michaelis, Head of Equities, who talked through the changes to the equity team, the investment philosophy and process and Simon Clements, Lead Manager of the equity portfolio, who detailed the changes to the portfolio he has overseen in the last six weeks and illustrated his investment approach. Rod Davidson, Head of Fixed Income, talked about the products he manages and Tom Pearson, Head of UK Wholesale Sales for Alliance Trust Investments, talked about the structure and strategy of the ATI sales team.

Analyst Day Presentation

Analyst Day

Here you will find a PDF of the slides used at the analyst presentation

Download the presentation
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