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Name | Title | Since | Until |
---|---|---|---|
Alex Khosla | - | 2022 | Now |
Biography | Alex Khosla is a portfolio manager for Newton’s emerging markets and Asia equities strategies. Alex joined Newton in 2022 to help manage global emerging markets and Asia portfolios, prior to this he worked at Aikya Investment Management, where he was a research analyst covering global emerging markets. Before that, he was at Stewart Investors and at AXA Framlington, where he supported them in managing the firm’s global emerging markets funds. He began his career at UBS Investment Bank. Alex has a BA (Hons) in Philosophy, Politics and Economics from Oxford University and is a CFA charterholder. Outside of work he enjoys spending time with his family. | ||
Zoe Kan | Portfolio Manager | 2019 | Now |
Biography | Zoe is a portfolio manager on the Emerging Markets and Asia Equities team. Zoe joined Newton in 2000 as a dedicated Asia Pacific ex-Japan specialist. Having managed unconstrained Asian equity portfolios, she became lead manager on the Asian Equity Income Funds in 2016. She is also a lead manager on the Emerging Income Fund. Zoe holds a degree in German and Economics, and is a CFA charterholder. Outside of work, Zoe enjoys music and spending time with her young family. | ||
Nicholas Pope | Portfolio Manager | 2021 | 2022 |
Biography | Mr. Pope joined Brookfield Investment Management in 2014 as a Director of the natural resources investment team. He is responsible for implementing investment strategy with a focus in energy, including upstream, downstream, chemicals and services. Prior to that, he was a Senior Analyst and Managing Director at Dahlman Rose (and upon acquisition at Cowen & Company) covering Exploration and Production sector. Before that, Mr. Pope was an Analyst at JP Morgan Chase & Co, Research Division, where he covered the U.S. based exploration and production companies. While at JP Morgan, he was also responsible for a number of in-depth research studies, including those relating to specific domestic production regions and emerging gas recovery technologies. Mr. Pope began his career in 2001 as a Senior Project Engineer at ExxonMobil Production Co. Mr. Pope was the recipient of Institutional Investor's Rising Stars of E&P Research in 2011. He earned a Bachelor of Science degree in Chemical Engineering from the Texas A&M University. | ||
Ilga Haubelt | Investment Leader | 2020 | 2022 |
Biography | Ilga joined Newton in 2019 to head up the firm’s equity income team and is part of the management team for the Newton Global Equity Income strategy. Prior to joining Newton, Ilga was head of Global Equities at Deka Investments, where she oversaw a team of more than 20 portfolio managers with €15bn of assets under management. She was also the lead manager of Deka’s flagship global equity income fund. Before joining Deka Investments, Ilga was a portfolio manager and research analyst at Union Investment, where she was lead manager of a North American generalist equities fund, a REIT, and a global listed real estate equities fund. Ilga began her asset management career with Munich Ergo Asset Management (MEAG) as a real estate specialist. Ilga has a PhD in economics, as well as masters degrees in economics and Roman languages, from the University of Freiburg in Germany. Outside of work, IIga enjoys spending time with her family and friends, travelling, visiting arts exhibitions, learning to play the viola and reading. | ||
Sophia Whitbread | Analyst | 2012 | 2021 |
Biography | Sophia is a fundamental equity analyst in the 4Factor team at Ninety One. She joined the firm in 2024 having spent over a decade as an Emerging Markets portfolio manager at Newton Investment Management and most recently at Brook Asset Management, where she helped to launch both growth and income portfolios. Sophia graduated from Cambridge University with a Master of Arts in Classics and Master of Philosophy. She also holds the Investment Management Certificate and is a CFA® Charterholder. | ||
Nick Clay | Specialist Benchmark Manager | 2019 | 2020 |
Biography | Nick Clay is an investment manager and member of the global equity team at Newton, which he joined in 2000. He graduated in 1990 with a degree in Economics and Philosophy. He joined the Sun Alliance UK Equity Team. After gaining his professional qualifications to become a member of the Institute of Investment Management and Research, Nick moved to Provident Mutual Investment Managers. He joined Newton in November 2000 as a Specialist Benchmark Manager. Prior to joining Newton, Nick acquired a range of experience as a UK equities manager at Morley Fund Management and as an analyst at Sun Alliance. Nick attended Leeds University and is an associate member of the UK Society of Investment Professionals. | ||
Naomi Waistell | Investment Manager | 2016 | 2019 |
Biography | Ms. Waistell joined Polar Capital in August 2020. From February 2010, she worked at Newton Investment Management where, since September 2014, she was an investment manager on the emerging markets and Asian equity team. Prior to that, she was an investment manager on the European and Global equity teams at Newton, where she has been employed since February 2010. Ms. Whitbread is an investment manager on the emerging markets equities team at Newton, where she was employed from 2005 to 2010 and rejoined in January 2011. Naomi began her career as an associate at Praefinium Partners Investment Management in 2007 before moving to the financial consultancy arm of the Capita Group in 2009. Her specific area of interest and expertise is managing portfolios with an ESG focus. | ||
Zoe Kan | Portfolio Manager | 2016 | 2016 |
Biography | Zoe is a portfolio manager on the Emerging Markets and Asia Equities team. Zoe joined Newton in 2000 as a dedicated Asia Pacific ex-Japan specialist. Having managed unconstrained Asian equity portfolios, she became lead manager on the Asian Equity Income Funds in 2016. She is also a lead manager on the Emerging Income Fund. Zoe holds a degree in German and Economics, and is a CFA charterholder. Outside of work, Zoe enjoys music and spending time with her young family. | ||
Jason Pidcock | Manager | 2012 | 2015 |
Biography | Jason joined Jupiter in 2015 and is currently Head of Strategy, Asian Income as well as the manager. Before joining Jupiter, Jason is a portfolio manager with BNY Mellon (formerly Newton Asset Management), his employer since 2004. Previously he worked at BP, where he was responsible for stock selection and asset allocation in the Asia Pacific ex-Japan region for the BP pension fund. Prior to this, Jason started his career with Henderson Global Investors, where he was assistant fund manager between 1993 and 1996. He was one of a team of six covering 11 stock markets in the Pacific ex-Japan region. |
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