M&G hires thematic equity investment portfolio managers

M&G plc, the international savings and investments business, today announces two appointments to develop the firm’s equity investment and research capabilities and to spearhead the launch of new investment strategies for clients.

Jeffrey Lin and Thomas Lee join with 32 and 25 years respectively of experience in the technology industry as well as in investing in technology-related thematic strategies. Jeffrey and Thomas join M&G from TCW Group where they ran investment strategies including AI, next generation mobility and entertainment technology. Jeffrey joins as Head of Thematic Equities and will report into Fabiana Fedeli, CIO Equity, Multi Asset & Sustainability. Thomas Lee joins as Deputy Head of Thematic Equities.

With Jeffrey and Thomas’ appointments, M&G plans to expand its client offering of thematic strategies and add to the technology expertise of the Investment team. The new strategies will be based on a long-term approach, fundamental research and stock-picking, which is aligned to the existing investment process within the M&G’s equity division.

Jack Daniels, Chief Investment Officer, M&G plc, says: “One of our priorities is to further internationalise our investment capabilities through broadening our investment strategies and expanding our range of thematic investment propositions. With the growth in areas such as AI and Big Data, there are huge opportunities to support the changing needs of our clients and to provide innovative solutions into how we invest their assets.”

Fabiana Fedeli, Chief Investment Officer, Equity, Multi Asset & Sustainability, M&G, says: “We see great value in thematic investing, particularly in technology-related areas as it continues to play a pivotal role in our lives over the longer term. In addition, from a near term perspective, the recent market rotation away from technology stocks offers attractive entry point opportunities. With Jeffrey and Thomas’ appointments, and with the support of our wider equities capabilities, our new thematic equity team has the potential to drive change both for our clients and in our own investment processes.”

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Notes to Editors

Jeffrey Lin

Jeff has 32 years of investment industry experience, having worked as both a Sell and Buy Side Research Analyst, as well as a Portfolio Manager on Long-Only and Long/Short investment strategies and in Venture Capital.He has also experience in technology having worked as a Computer Engineer for the early part of his career, as well as later as a CFO of optical communications equipment company.

Most recently, Jeff worked for TCW LLP, having joined in 2006. At TCW Jeff covered both the Technology and Automotive sectors as a Research Analyst and was a Portfolio Manager on three Technology related thematic strategic: Global Artificial Intelligence, Next Generation Mobility and Entertainment Technology.

Jeff holds a BS in Electrical Engineering, as well as an MBA from the University of Southern California. He also holds the CFA.

Thomas Lee

Thomas has 25 years of investment industry experience, having worked for 10 years as a Research Analyst for several Sell Side institutions, as well as a TMT focused Hedge Fund and Long-Only Asset Manager. He also has direct experience in the technology industry having begun his career at Motorola as an Engineer and Product Manager.

Thomas’ most recent employer was TCW LLP where he was co-manager on three Technology related thematic strategic: Global Artificial Intelligence, Next Generation Mobility and Entertainment Technology.

Thomas holds a BS and MS in Electrical Engineering from the University of Illinois, as well as an MBA from the University of Chicago Booth School of Business

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