HEAD-TO-HEAD: Jupiter versus Schroders

123456

MANAGEMENT REVIEW

The Jupiter fund is led by Lee Manzi, who has two decades of relevant experience. He joined Jupiter in 2010 and has managed the fund since its inception, according to Gkeka. Supporting Manzi is Makeem Asif, who has 19 years of relevant experience. He joined the firm as a senior convertibles analyst in 2018 and was promoted to co-manager in July this year.

The managers of the Jupiter fund also rely on the support of a quantitative analyst and risk specialist. It also has access to the research support of the firm’s broader fixed income team.

Turning to the Schroders fund, Gkeka said that the fund is managed by lead manager Peter Reinmuth, who has at least 20 years of experience managing convertible-bond portfolios. He joined Schroders in 2013 from Fisch Asset Management, and has managed the fund since 2008, initially through a sub-advisory agreement between Fisch AM.

Before Gkeka moved to Schroders, Chris Richards was named as co-manager of the fund in 2013, after having spent five years at Schroders initially as a graduate trainee and subsequently a strategy analyst.

Both managers also benefit from the support of another portfolio manager who is focusing on the US market. The team also includes two dedicated traders and one product specialist.

Gkeka does not have any concerns over the management teams of both the Jupiter and Schroders funds, as they are managed by highly experienced PMs.

123456