It is well known that starting valuations are a good determinant of forward returns, this is especially the case when those starting valuations are combined with positive newsflow. Following this approach leads to a very different view of the world relative to where the global index is weighted to. Europe for over a decade has been shunned by investors, but change is evident, bad news is subsiding and starting valuations are low for certain parts of the markets that have been ignored.

Workshop Objectives: 

• Understand themes within emerging markets that are uncovered through the SmartGARP process.
• Understand how the SmartGARP Process works

Company Profile: 

Artemis is a leading UK-based fund manager, offering a range of funds which invest in the UK, Europe, the US and around the world. As a dedicated, active investment house, we specialise in investment management for both retail and institutional investors.

Back to a Darwinian Jungle where US administration and GenAI disruption play the role of Apex Predators, we’ll continue to push for our 3 CIO Office  Megatrends, while recognizing most of them are already on fire. In a context of extreme polarization, thematic selection has never become so critical.
Given our fondness for structured products and their potential to deliver innovative and superior investment profiles, we're exploiting the pronounced dichotomy that has emerged this year between momentum and quality. 
While we continue to capitalize on dispersion to navigate momentum through EPS revisions, we're also identifying opportunities to catch some 'fallen angels' - formerly high-flying stocks that have since declined - through the use of structured products with payoffs that offer a potential 'catapult' effect.

Workshop Objectives: 

Going through the various opportunities in a market context defined by extreme polarization.

Company Profile: 

BNP Paribas SwissAlto & CIO Office act as a in-house boutique in Switzerland offering content, idea generation & broad range of investment products for External Wealth Managers based on the strengths & robustness of BNP Paribas Group and its global capacities.

With over a decade of track record and EUR 3 billion in assets under management, our funds OptoFlex LU0834815101 and US EquityFlex LU1138397838 are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objectives: 

We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1.  Systematic Approach: Benefits of our proven, rule-based method.
2. Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
3. Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
4. Preparing for Declines: Tools for managing market downturns.
5. Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

Emerging market equities have long been framed through structural themes like demographics and urbanisation. The JOHCM Global Emerging Markets Opportunities team challenges that view, showing how EM performance is more closely tied to global macro cycles—particularly trade flows and the US dollar. By focusing on country-level dynamics and cyclical inflection points, James Syme will show how investors can uncover opportunities that traditional bottom-up approaches often miss.

Workshop Objectives: 

For investors reassessing global equity allocations, this discussion offers a differentiated lens on EM—one that focuses on the structural drivers of return and the importance of selective, country-level positioning when global conditions shift.

Company Profile: 

Founded in 1993, J O Hambro Capital Management is an independently managed, active investment boutique managing assets for clients worldwide across a range of global and regional equity strategies from our offices in London, Boston, New York, Philadelphia, Singapore, Prague, Dublin, Paris and Frankurt.
Our success has been founded on recruiting experienced fund managers with proven long-term investment pedigrees and robust investment processes. With no house view, no investment committee and no chief investment officer, our fund manager-led teams – all dedicated to a single strategy – enjoy independence of thought and full autonomy, with the unfettered freedom to exercise their well-recognised stock picking skills free from the bureaucratic distractions of larger investment houses.
And they deploy those skills with one primary objective in mind: to exceed our clients’ expectations.

• Assets under management: £17.0bn
• Investment strategies: 17
• Investment professionals: 32
  

This session introduces Jupiter’s new European Equity team, previously GAM’s longstanding team, renowned for delivering attractive risk-adjusted returns through a flexible, style-agnostic approach to active investing. The manager will provide an in-depth overview of the team’s investment process, highlighting how rigorous fundamental research, insights from a specialist expert network, and a disciplined, risk-focused approach to portfolio construction underpin their strategy. The discussion will also explore the key secular growth opportunities currently being targeted, offering insight into how these themes are shaping long-term performance potential. Attendees will gain a clear understanding of the team’s philosophy, their distinctive approach to generating value for clients, and are welcomed to ask questions around portfolio positioning and the team’s proven track record.

Workshop Objectives: 

Explore Jupiter’s distinctive, flexible, and focused approach to active European equity investing. Understand the secular growth opportunities the team are pursing to seek superior, long-term risk-adjusted returns for clients.

Company Profile:

Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management. 
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, 40 years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.