Investment Manager
The Keydata AIM VCT plc has appointed Hargreave Hale as its investment manager. Hargreave Hale is, inter alia, a specialist small companies fund manager with approximately £590 million under management*. The team of six, led by the Chief Executive Giles Hargreave, has many years of experience in investing in small companies, both on the Official List and on AIM, including 8 years as Investment Manager to a Special Situations Fund that has returned 575 per cent over the same period* and two years as investment manager to Keydata AIM VCT, which has shown an 18 per cent total return since launch*. Since AIM was established in 1995, Giles and his team have been consistent investors in small companies with £145 million invested into smaller companies unit trusts*.
Awards
Hargreave Hale under Giles are accredited with the following:
- Winner of Best fund over three years, Equity UK Small and Mid Caps
(Lipper Fund Awards UK 2006);
- Winner of UK Smaller Companies Sector (Standard & Poor’s Fund Awards 2005);
- Best Equity UK Small and Mid Caps (Reuters Lipper Awards 2005);
- Winner UK Small Companies (Moneywise Fund Awards 2004);
- Highly Commended UK Smaller Companies (Investment Week Fund of the Year Awards 2004).
Team Biographies
Giles Hargreave
Giles Hargreave is the chief executive of Hargreave Hale Limited. He commenced his career in 1969 with James Capel as a trainee analyst. In 1974 he joined Management Agency And Music Plc as a private fund manager. In 1986 he founded Hargreave Investment Management, which was merged in 1988 with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family.
George Finlay
George Finlay has been involved in institutional research and fund management, specialising in smaller companies, since graduating from Oxford University in 1970, initially with Kemp Gee and then GT Management. He joined Hargreave Hale in 1988 and is responsible for researching smaller companies and making investment recommendations for the unit trusts managed by Hargreave Hale and private client portfolios, as appropriate.
Guy Feld
Guy Feld is a graduate of Oxford University with 15 years' City experience in both fund management and broking at BZW, UBS and Teather & Greenwood plc. Guy joined Hargreave Hale in March 2003 and his principal role is as a research adviser to the unit trusts and other funds managed by Hargreave Hale.
Richard Hallett
Richard Hallet graduated from Exeter University in 1989 and joined Ernst & Young. He qualified as a Chartered Accountant in 1994 and subsequently joined Singer & Friedlander in 1995 as a smaller companies’ fund manager. He moved to Hargreave Hale in 2005 to assist with the small companies fund management and provide a private client IHT portfolio service.
Adam Caplan
Adam Caplan is a director of Hargreave Hale with 20 years’ experience in the equity and fixed interest markets. He manages a number of discretionary portfolios, which include a number of charities with significant proportions of their portfolios in fixed interest investments.
Mark Chadwick
Mark Chadwick has worked for Hargreave Hale for over 11 years. Mark’s specific function is to monitor all the individual stocks held in the funds and to collate all available research. He also now manages a number of the individual portfolios
Oliver Bedford
Oliver Bedford graduated from Durham University in 1995. He served in the British Army for 9 years before joining Hargreave Hale in 2004. Oliver’s principal role is to monitor individual investments, produce and collate research, and provide administrative support to the Company.
* Source: Hargreave Hale, December 2006
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