Glyn Owen >

Investment Director

Glyn Owen >

Investment Director


Glyn is Investment Director and a member of the Investment Strategy Group. He manages many of the relationships with key partners and clients. He has over forty years of investment experience, nearly all of which has been in the City of London. He was one of the founders of Momentum’s international investment business in London in 1998, prior to which Glyn was Head of the International Division at Deutsche Morgan Grenfell, where he was responsible for international investments for non-UK institutions.


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Andrew Hardy >

Co-Head of Research and Portfolio Manager

Andrew Hardy >

Co-Head of Research and Portfolio Manager


Andrew Hardy is co-Head of Research and a Portfolio Manager within the multi-asset team. He is the lead manager of the Momentum Harmony Portfolios and co-manager of the Momentum IF Global Equity fund, and has managed multi-asset portfolios since 2010 for both institutional and retail clients. Andrew has played an important role in developing the team’s investment philosophy and process and retains research responsibilities across a range of asset classes. He joined Momentum Global Investment Management in 2005 on a one year internship and returned as a Research Analyst in August 2007 after completing his degree. He is a CFA charterholder and has a BSc in Economics from the University of Bath.


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James Klempster >

Head of Investment Management

James Klempster >

Head of Investment Management


James joined Momentum in 2007, following previous roles at NW Brown and Avebury Asset Management. Whilst at Momentum, James has been the pioneer of the company’s inflation-beating UK Factor Fund Series, and this year celebrates 10 years with the business. As Head of Investment Management, he now leads the strategy for Momentum’s global multi-asset solutions. He has a passion for Outcome-based investing and is driven to ensure the business remains client-centric, heavily focussed on achieving client’s real-life goals.


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Jernej Bukovec >

Co-Head of Research and Portfolio Manager

Jernej Bukovec >

Co-Head of Research and Portfolio Manager


Jernej is Co-Head of Research and a Portfolio Manager within the multi-asset team. Jernej has managed the Momentum IF Global Equity Fund, a $1.5bn multi-manager global equity fund, since March 2009 and is also co-PM of the Momentum Focus Series fund range. Jernej has been influential in developing MGIM’s equity investment philosophy and process and he is a key individual within MGIM’s asset allocation process. He helped to develop a number of expected return models covering different regional equity asset classes and styles, which underpins MGIM’s long term valuation driven investment approach. Jernej joined Momentum Global Investment Management Limited as an equity research analyst in September 2006. Prior to joining the company he worked as an analyst at Lehman Brothers, New York, in the Senior Client Relationship Management Group. Jernej has a Master’s degree in Investment Management from Pace University in New York and is a CFA charter holder.


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Alex Harvey >

Co-Head of Research and Portfolio Manager

Alex Harvey >

Co-Head of Research and Portfolio Manager


Alex leads the fixed income research at MGIM and is portfolio manager of several portfolios including the Momentum Global Fixed Income fund and the Momentum Diversified Target Return fund. More recently he has been involved in the research and selection of cross asset alternative strategies for inclusion in MGIM’s multi asset portfolios. At a more macro level he coordinates the international asset allocation process, working with the global strategist and research team in South Africa to help steer the strategic thinking of the London investment team and the investment positioning in the funds they collectively manage. He joined Momentum in September 2007 with initial responsibility for derivatives overlay and implementation, having previously worked as Futures Portfolio Manager in the Global Equity team at JPMorgan Asset Management, the company he joined as a graduate in September 1998. Alex holds the CFA UK’s Investment Management Certificate (IMC), has passed the Series 3 National Commodity Futures Examination and is a CFA charter holder.


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Stephen Nguyen >

Senior Quantitative Analyst

Stephen Nguyen >

Senior Quantitative Analyst


Stephen joined Momentum in July 2008, initially responsible for performance calculation and attribution, before being promoted to joining the equity desk in 2010. Stephen works closely with Andrew Hardy on equity manager research and selection for the firm’s range of multi-asset mandates. In addition to this, Stephen is responsible for the development and implementation of a wide range of quantitative tools that the team utilise.


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Richard Stutley >

Portfolio Manager

Richard Stutley >

Portfolio Manager


Richard assists the multi asset team with investment research, market analysis and portfolio implementation. Richard joined Momentum Global Investment Management Limited after completing his degree in Economics and Politics at the University of Bath. Previously, Richard spent 14 months as an intern at Momentum Global Investment Management Limited assisting the global equity and multi-asset research teams.


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Lorenzo La Posta >

Analyst

Lorenzo La Posta >

Analyst


Lorenzo joined Momentum Global Investment Management’s investment team in 2018 as an analyst. His work ranges from manager research to portfolio construction and quantitative research. Previously, Lorenzo worked in Julius Baer as a quantitative investment strategist for the CIO office.


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Michael Clough

Analyst

Michael Clough

Analyst


Michael joined Momentum Global Investment Management’s investment team in Autumn 2018 as a research analyst, with a primary focus on manager research and selection. Previously Michael worked for Asset Intelligence Research where he was responsible for manager research and portfolio construction. He has an MSc in Financial Economics from the University of Leicester


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James Jones >

Senior Dealer

James Jones >

Senior Dealer


James joined Momentum Global Investment Management Limited in August 2006. Prior to joining the company, he spent 4 years as a Dealer at JP Morgan Asset Management. Before that, James worked as an Investment Consultant to private clients at the Save & Prosper Group.


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Jackson Franks >

Analyst

Jackson Franks >

Analyst


Jackson assists the multi asset team with investment research, market analysis and portfolio implementation. He joined Momentum Global Investment Management Limited from London & Capital Wealth Management where he assisted the Business Development team.


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Kevin Seepaul >

Head of Systems and Data Management

Kevin Seepaul >

Head of Systems and Data Management


Kevin Seepaul joined Momentum Global Investment Management Limited in June 2003. His responsibilities include oversight of front office systems, management of the performance & reporting team and data management team. Prior to joining Momentum Global Investment Management Limited, Kevin worked as Performance Analyst at the Bank of New York Europe Limited


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Sean Colgan >

Systems and Data Management Analyst

Sean Colgan >

Systems and Data Management Analyst


Sean joined Momentum in June 2012 and is responsible for the day to day systems and data management. In this role he works as the sole developer with a number of programming languages such as SQL Server, VB.Net, PowerShell, XML and Excel to create processes that extract or load information into our data warehouse. Other responsibilities in this role are to monitor and improve existing ETL processes, creating new processes, reports and automation depending on users’ requests. Sean also assists with systems upgrades and testing.


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Chris Butcher >

Investment Desk Intern

Chris Butcher >

Investment Desk Intern


Chris Butcher is our current investment desk intern. He assists the investments team with reporting, analysis and research duties. Chris is currently undertaking a BSc in Economics at the University of Bath.


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