January 28, 2019

Fund Manager Chat: The Mutual Fund Startup Revisited – Havelock London CEO, Matthew Beddall

by Jake Moeller.

Recorded on: January 23, 2019

This #FundManagerChat revisits startup mutual fund house Havelock London and reviews the LF Havelock Global Select Fund five months after launch.

We first met Matthew Beddall, the CEO of Havelock London in February 2018 in a podcast where he introduced the newly formed Havelock to the market.

Here, he outlines some of the work that goes into launching a new mutual fund, discusses how his fund is positioned after five months and reviews the unique “data science” process the fund uses to identify value in stocks.

Matthew also outlines the typical style bias the fund has and provides a potential outlook for his portfolio in 2019.

Running Order

Run Time Topic
00:20 What challenges have gone into launching a new in this market?
01:45 Outline the LF Havelock Global Select Fund “data science” process
05:00 What style bias does the process generate for your fund?
07:45 Outline your current portfolio positioning
09:44 Why is a fully flexible investment mandate relevant for this fund?
11:15 On performance: What should investors expect from your portfolio in 2019?

 

Matthew is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on January 23, 2018.

About Matthew Beddall 

Matthew Beddall, CEO – Havelock London.

Matthew is the CEO and co-founder of Havelock London. He worked at Winton for 17 years, eight of which he served as Chief Investment Officer. As CIO, he had responsibility for overseeing all of the firm’s investment activities, including for the flagship Winton Futures Fund.

During his tenure, Winton grew to have $32 billion in assets making it one of the largest hedge funds in Europe. He also sat on the Board as a Director, and on the Executive Committee.

Matthew previously graduated with a degree in Mathematics and Computer Science, and went on to earn a Master’s degree in Applied Statistics.

He combines a long-standing personal interest in value investing with extensive professional experience in systematic funds, leaving him with a firm set of views as to how best to manage savings and investments – all of which he has applied to his own money.

 


Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.

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