Investment Committee
Guy Stephens, Chief Investment Officer, chairs the weekly meeting of the Investment Committee, which comprises a team of Investment Analysts and Investment Executives. A similar meeting is held by the Collective Investment Committee on a monthly basis, chaired by Tim Cockerill, Head of Collectives Research. It is the purpose of the Investment and Collective Investment Committees to agree core equity and collective recommendations for inclusion in client portfolios. Guy Stephens also chairs the Asset Allocation Committee which meets on a monthly basis and is responsible for the firm’s asset allocation and geographic preferences for client portfolios.
To learn more about the Rowan Dartington research and investment process, enquire about receiving our weekly or quarterly updates, or find out more details about attending one of our regular presentations, please contact your Investment Executive.
Guy Stephens
Chief Investment Officer
Mark Sevier
Head of Equity Research
Tim Cockerill
Head of Collectives Research
James Gardner
Fund Manager
Oliver Price
Investment Analyst
Research notes
