The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
HEAD-TO-HEAD: Brown Advisory and Pictet
FSA compares two international equity products: the Brown Advisory Global Leaders Fund and the Pictet Global Thematic Opportunities Fund.
Manager review
The Brown Advisory fund is managed by Mick Dillon, who joined the firm in 2014, before launching this fund in 2015.
Prior to joining Brown Advisory, Dillon was co-head of Asian equities at HSBC in Hong Kong.
He is supported by Bertie Thomson, who became co-manager in 2016.
Despite having a small team, the two listed managers boast 18 years of portfolio management experience and manage three other investment vehicles together as a team, according to Morningstar’s quantitative rating report.
Tuning to Pictet, Gertjan van der Geer joined Pictet in 2008 and is a senior investment manager in the thematic equities team.
He worked at Robeco as a senior portfolio manager for the Food & Agriculture Fund for two years before joining Pictet.
Co-managing the Pictet Global Thematic Opportunities Fund, Hans Portner joined the firm in 1997 and is the head of the thematic equities team and a senior investment manager.
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