Morley Fund Management, one of the UK's largest fund managers, has boosted its global convertibles capability with the appointment of Shawn Mato as a research analyst in the team.
Morley Fund Management, one of the UK's largest fund managers, has boosted its global convertibles capability with the appointment of Shawn Mato as a research analyst in the team. Shawn will report to David Clott, portfolio manager for convertible funds in Morley's associate office in Boston.
Shawn previously worked as a US equity analyst focussing on IT software within Morley's team in Boston. He joined Morley in 2001 from Dresdner Kleinwort Wasserstein where he covered US technology companies. Prior to this Shawn worked for Deloitte and Touche as a financial consultant and Nomura Securities as a fixed income trader.
Morley manages Ł681m of global convertibles from its London and Boston offices. In London, derivatives specialist Tom Wills works with David Clott to manage the funds. Their flagship fund, the Aviva Funds Global Convertibles Fund has returned 14.97% over the past year (to end June 2004) compared to its benchmark return* of 13.00%.**
Commenting on Shawn's appointment, David Clott said: "Shawn's background in technology research and government bond trading will add significant depth to the team. Convertibles are a growing area of focus at Morley, and this addition is further proof of our commitment to this key asset class."
*UBS Global Convertibles Focused
** Source: Standard & Poors - Micropal. Calculation basis: bid to bid, gross income reinvested in fund currency.
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For further information please contact:
Fiona Baker, Head of Corporate Communications, Morley Fund Management
020 7809 8617
07736 883 832
Notes to Editors
Morley Fund Management
- Morley Fund Management ('Morley') is an independently managed, London based, asset management business with over Ł111 billion* under management (as at 31.03.04). It actively manages a diverse range of asset classes and employs in the region of 900 staff worldwide based in London, Singapore and an associate office in Boston**.
- Morley is a wholly owned subsidiary of the Aviva Group and manages both institutional and retail funds under the Morley brand. It also acts as investment manager for a range of retail investment funds, marketed in the UK by Norwich Union, and international funds marketed under the Aviva Funds brand.
*Not including mortgage assets
**Morley Fund Management International Limited, an Aviva company
Awards
- Property Week Awards 2004 - Best Property Fund Manager
- Pensions Management Provider Awards 2003 - Best Property Fund Manager
- Fund Manager of the Year - Pensions Week Awards 2002
- Specialist Manager of the Year - UK Pensions Awards 2002
- Insurance Fund Manager of the Year (awarded to Norwich Union) - Standard and Poor's 2002
- Sustainable and Ethical Investment and Asset Management Award - Liveable City Awards 2002
Further information about Morley Fund Management can be found at www.morleyfm.com
Contact us at Morley Fund Management, No. 1 Poultry, London EC2R 8EJ.
Telephone calls may be recorded for training and monitoring purposes.
Morley Fund Management is a business name of Morley Fund Management Limited, registered in England No. 1151805. A member of the Norwich Union Marketing Group, members of which are authorised and regulated in the UK by the Financial Services Authority for life assurance, pensions and investments. Registered Office: No. 1 Poultry, London EC2R 8EJ. A member of the Investment Management Association.
Morley Fund Management is also a business name of Morley Investment Services Limited and Morley Fund Management International Limited. All are Aviva companies.
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