With the UK dividend market as concentrated as ever and dividend cover stretched to historic levels, how safe is your UK equity income dividend?
Join Neptune at a venue near you to hear Robin Geffen, Manager of the top performing Neptune Income Fund, discuss why diversification on both a stock and sector level is increasingly critical for UK equity income strategies.
Robin will be joined by Chief Economist and CIO James Dowey, who will give his outlook for global economics, as well as George Boyd Bowman, Manager of the Neptune US Income Fund.
George will give an update on the changes he has made to the US Income Fund since assuming management, discussing why he has added more value positions in what is traditionally an expensive asset class whilst retaining the Funds differentiating feature of being overweight technology – a highly cash generative sector. Places are limited, so please book your place early to avoid disappointment.
For more information, please email us or call 020 7074 3601.
Speakers
Robin Geffen – Fund Manager & CEO
Robin founded Neptune Investment Management in May 2002 and is the architect of Neptune’s real world investment approach. He graduated from Oxford University in 1979 and began his investment career at Charterhouse J Rothschild before moving onto Eagle Star, York Trust plc and then Scottish Equitable, where he set up their pooled fund business. Robin joined Orbitex Investments Limited as Chief Investment Officer in 1997 and was most recently Global CIO – Pensions before founding Neptune.
James Dowey – Chief Economist & CIO
James is Chief Economist & CIO and a member of the Neptune Board. He leads Neptune’s global economic research and works closely with CEO Robin Geffen in managing Neptune’s investment process. Previously, James taught at the London School of Economics and Aberdeen Business School and worked in actuarial consultancy. He has a PhD in economic history from the London School of Economics and degrees in economics from Edinburgh University and King’s College, Cambridge University.
George Boyd Bowman – Fund Manager
George is an Investment Director and Head of Income Funds. He also undertakes global research on the financials sector. George has a first class degree in Economics and Management from Oxford University and is a CFA charterholder.