CERNO INVESTMENT ADVISORY COMMITTEE

Service is core to Cerno Culture
Consistent, Responsive, Diligent.

Russell Napier

 

Russell Napier is a stock market historian and global equity strategist. He began his career in investment at Baillie Gifford in Edinburgh, before joining the Asian stockbroker CLSA in May 1995 as an equity strategist in Hong Kong. He was ranked No.1 for Asian strategy in both the Asiamoney and Institutional Investor polls from 1997 to 1999. Most recently, he has acted as a consultant for CLSA Asia Pacific Markets, providing investment input to their institutional client base. Russell is also a director of the Scottish Investment Trust and the Mid Wynd International Investment Trust. His book Anatomy of a Bear – Learning from Wall Street’s Four Great Bottoms was published to critical and commercial acclaim. In 2013, Russell established a library of financial history in Edinburgh called The Library of Mistakes and was elected Fellow of The Society of Investment Professionals. In 2014, Russell founded the Electronic Research Interchange (ERIC), a new portal that connects equity market analysts with institutional investors. He runs a course for finance professionals at the Edinburgh Business School called A Practical History of Financial Markets which is generally cited as the best course of its kind in the UK.

Richard Oldfield

 

Richard Oldfield is Chairman of Oldfield Partners LLP, a value-style asset management firm with approximately $5 billion under management for pension funds, family trusts, charities and endowment funds. He was Chief Executive and Chief Investment Officer of Alta Advisers Ltd., a European family investment office, from 1997-2005, and previously a director of Mercury Asset Management plc, having joined the S.G. Warburg/Mercury group in 1977. He was chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd. from 2007 to 2014. He is a director of Witan Investment Trust plc and Shepherd Neame Ltd, and a trustee of Canterbury Cathedral Trust, Royal Marsden Cancer Charity, and Clore Duffield Foundation. He has a MA in History from Oxford. His book about investment, Simple but not easy, was published in 2007.

Richard Chenevix-Trench

 

Richard began his investing career in 1983, starting on the Hong Desk for Rowe and Pitman. In 1986, he transferred to Hong Kong with Barings Asset Management, returning with them in 1992 to run their Emerging Markets division from London, before joining the Board. In 1996, Richard joined Sloane Robinson where launched and managed the Emerging/Global Opportunities Fund, whilst also running their Asian strategy. He was Chief Investment Officer from 2001-2012. Richard holds a degree in biochemistry from Imperial College, London, and divides his time between London and the Black Mountains in Wales. Richard is acknowledged to be one of the finest thinkers on the linkages between macro and micro in markets.

Miles Geldard

 

Miles joined Jupiter Asset Management in 2010, where he headed the Fixed Interest/Multi-Asset team. He built and managed the Jupiter Global Convertibles SICAV, the Jupiter Strategic Reserve Fund and Jupiter Strategic Total Return SICAV. He has now transitioned to a Senior Adviser role. Before joining Jupiter, Miles was the Founder and Head of the Multi-Asset and Convertibles team at RWC Partners, and at JP Morgan Asset Management, where he was CIO and Head of the Global Multi-Asset Group and Global Strategy team. Prior to this, Miles was a Fund Manager at Jardine Fleming and a Adviser at the Central Bank of Botswana. Miles gained a degree in Oriental Studies from Oxford University and is a Chartered Financial Analyst.