February 20, 2018

Fund Manager Chat: Jon Gumpel – Brooks Macdonald Defensive Capital Fund

by Jake Moeller.

In this podcast, Jon Gumpel, co-founder of U.K.-based investment management firm, Brooks Macdonald, outlines the Brooks Macdonald Defensive Capital Managed Fund.

In an environment of rising interest rates, and the withdrawal of quantitative easing, Jon examines how the philosophy of this absolute return vehicle potentially facilitates better risk-adjusted outcome for investors concerned about higher levels of market volatility.

Jon examines the types of opportunities Brooks Macdonald seeks for this portfolio, what performance outcomes investors should expect from the fund, and how Brooks Macdonald have been investing in the recent bout of market volatility.

Jon also discusses the current macro-economic environment, what might constitute the “perfect storm” for markets and its potential impact on portfolio positioning for 2018.

Running order

Jon is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 14, 2018.

Over the next 12 months do you expect market volatility to:

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About Jon Gumpel

Jon Gumpel, Brooks Macdonald. Picture with permission.

Jon Gumpel is a co-founder of Brooks Macdonald and is jointly responsible for overseeing the company’s investment management strategy. He is the lead manager of Brooks Macdonald’s Defensive Capital Fund, an absolute return fund.

Jon is alternate chairman of both Brooks Macdonald’s asset allocation and investment committees.

Over the course of a career in asset management that began in 1986, Jon has been recognised by his peers and industry bodies on a number of occasions; most recently receiving the accolade of one of the ‘PAM 50 Most Influential’ members of the private asset management community in 2016.

Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.

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