Management |
Name of Company | St James's Place Group | Phone | +44 1786 890021 | Website | www.sjp.co.uk | Address | 3 Summerfield Drive, Anstey, Leicestershire, LE7 7QA | | Leicestershire
LE7 7QA | | United Kingdom |
Domicile | United Kingdom | Inception Date | 08/01/2007 | | Fund Advisor(s) | St. James's Place Group |
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Fund Manager | Richard Rooney | Manager Start Date | 12/08/2015 | Career Start Year | 1981 |
Education | 1977, University of Toronto, B.A. | 1981, Richard Ivey School of Business at the University of Western Ontario, M.B.A. |
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Biography |
Richard Rooney has been with Burgundy since 1995. As CIO, he oversees all investment activities. He also has responsibilities as Portfolio Manager. Richard began his career as a Chartered Accountant with Price Waterhouse. He left the practice in 1984 to join Sun Life as an Investment Analyst and subsequently joined AMI Partners in 1989. Richard received his Bachelor of Arts degree from the University of Toronto and his MBA from the Richard Ivey School of Business. In 2009, he was honoured by his peers and received the designation of Fellow of the Institute of Chartered Accountants. |
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Fund Manager | George Loening | Manager Start Date | 12/08/2015 | Career Start Year | 1990 |
Education | Columbia University, B.A. |
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Biography |
Mr. Loening founded Select Equity in January 1990. He has been responsible for the portfolio management of the Small-Mid Cap strategy (the Firm’s US long-only strategy) since its inception in January 1991, of SEG Partners (the Firm’s US long/short strategy) since its inception in April 1998 and of the SEG Blackwall strategy (the Firm’s US core long-only strategy) since its inception in January 2008. Mr. Loening is a member of the Firm’s Management Committee. Mr. Loening received a B.A. from Columbia University. |
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Fund Manager | Jonathan Asante | Manager Start Date | 12/08/2015 | Career Start Year | 1992 |
Education | London School of Economics, M.S. | London School of Economics, B.S. |
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Biography |
Jonathan Asante joined First State Investments’ Global Emerging Markets team as Senior Analyst in November 2004 and in January 2008 was appointed Head of Global Emerging Markets. His primary area of research is the entire emerging markets universe and he acts in the capacity of Co-Manager for a number of our portfolios. Jonathan joined from Framlington where he was Global Emerging Markets Fund Manager and Group Economist. Prior to joining Framlington in 1995, he was employed by NatWest Group where he was an Assistant Researcher, analysing the UK economy and UK credit markets. Previous to this Jonathan taught classes in economics and econometrics at the London School of Economics whilst doing postgraduate research. Jonathan graduated from the London School of Economics with BSc and MSc in Economics. He is an Associate member of the UK Society of Investment Professionals. |