The Investment Management Team

The Investment Management Team

Management of the Portfolio will be the responsibility of the Portfolio Manager’s UK equity team and, specifically, Philip Rodrigs. The UK equity team was established in November 2006 with the recruitment of the UK equity team from SG Asset Management, led by Hugh Sergeant, and Daniel Hanbury from Investec Asset Management.  As at 30 June 2014, the UK equity team manages approximately £1.8 billion in assets.  In March 2014, Philip Rodrigs joined the UK equity team from Investec Asset Management and assumed responsibility for the management of the “UK Equity Smaller Companies Fund” in September 2014. As at 30 September 2014, the UK Equity Smaller Companies Strategy had approximately £415 million in assets under management.

Philip Rodrigs

Philip began his career in asset management in 2002 at Invesco Asset Management as a Graduate Trainee Fund Manager, later specialising as a Pan-European Equity Analyst in the transport sector. After leaving Invesco Asset Management in 2003, he joined T Rowe Price International Asset Management as a Generalist Pan-European Associate Analyst with primary responsibility for covering all sectors across Europe and directly supporting the head of the six-person strong “International Small & Mid Cap Investment Team”. Philip joined Investec Asset Management (“Investec”) in 2005 as a Specialist Multi‑Sector Analyst.  Following the departure of Dan Hanbury from Investec to co-found the Portfolio Manager, Philip was appointed the investment manager of the Investec UK Smaller Companies Fund. From an initial position of approximately £100 million, the Fund grew to a peak of nearly £650 million at the point of Philip’s resignation from Investec. In addition, whilst at Investec, Philip was appointed manager of the Investec UK Alpha Fund (from April 2012) and co-manager of the Investec UK Blue Chip Fund (from November 2013), which collectively reached £200 million by the time of Philip’s resignation. Philip has been consistently highly rated by Citywire throughout his career and received many awards for his performance, culminating with the award of the title of Investment Week Fund Manager of the Year in both 2010 and 2011 for his consistent, class-leading risk adjusted returns with the Investec UK Smaller Companies Fund. In 2012, he was also awarded the cross-market Outstanding Rising Talent Award by Morningstar OBSR.