Key Issues in Fund Selection: Dr. Nisha Long, CityWire, Mona Shah, Rathbones & Victoria Hasler, Square Mile

At the recent 2017 Thomson Reuters Lipper European Fund Selectors Forum, Jake Moeller, Head of Lipper UK & Ireland Research, interviewed three of the UK’s preeminent mutual fund analysts: Dr. Nisha Long from CityWire, Mona Shah from Rathbones and Victoria Hasler from Square Mile.

This insightful panel session covers a wide range of subjects related to the field of mutual fund selection and research.

Running Order

About Dr. Nisha Long

Photo courtesy: Citywire

As Head of Cross-Border Investment Research at Citywire, Dr Nisha Long is involved in the analysis and screening of over 15,500 managers tracked globally by Citywire.

Having joined Citywire a year after completing her Doctorate at Imperial College, London, she has eleven years’ experience in fund and manager analysis. Her investment commentary features regularly in Citywire’s media and the national press.

About Mona Shah

Photo courtesy: Rathbones

Mona is Head of Collectives and a senior research analyst on the Rathbone Multi-Asset Portfolios team, generating fund ideas and undertaking due diligence.

She also sits on Rathbones’ Strategic Asset Allocation Committee, and the Collectives Research Committee, the latter of which selects ‘best of breed’ collective funds for use within portfolios. She specialises in emerging markets from a top down perspective.

Mona joined Rathbones in September 2007 after graduating from the University of Bristol with a first class degree in Economics and Politics. She is a CFA (Chartered Financial Analyst) charter-holder.

About Victoria Hasler

Photo courtesy: Square Mile

Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team which provides input into the strategic direction of the business.

She heads up the research team, in addition to focusing on fixed income fund research. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst specialising in fixed income investments.

Prior to this Victoria was a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and in addition is a CFA and CAIA charterholder.

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Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. We 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.