Edinburgh equity investment firm
Martin Currie is an Edinburgh-based equity specialist founded in 1881, which is an independently managed investment affiliate of Legg Mason, one of the world's largest asset management firms.
Its stock-focused approach is guided by in-depth research and careful portfolio construction. It invests for the long term to focus on equity growth.
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
Ness spent eight years at the firm
Spent eight years at the firm
As part of ‘well-considered succession plan’
Based in Edinburgh
Cyclical UK market
Reporting to Paras Anand
To be paid from capital distribution
There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.
Subject to shareholder approval
European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.
New objective and introduction of use of derivatives
Left Lazard in 2014
Moves to Melbourne with family
Showing signs of strength
Joined the firm in 2015
Follows acquisition in 2014
Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.
Brings over $167m fund
Also works at Lombard Street Research
Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity
Browne looks for buying opportunities
Pockets of value emerging
Martin Currie Pacific trust's shareholders have agreed to rename the company Martin Currie Asia Unconstrained trust, as it moves away from commitments to invest in Japan and Australia.