Simon Christopher Neale Somerville

Portfolio Manager at Marathon Asset Management LLP

Simon Christopher Neale Somerville

Simon Christopher Neale Somerville

Portfolio Manager at Marathon Asset Management LLP

Biography

Mr. Simon C. Somerville is a Portfolio Manager at Marathon Asset Management LLP and an Independent Non-Executive Director at Baillie Gifford Shin Nippon Plc. He is on the Board of Directors at Baillie Gifford Shin Nippon Plc. He joined the firm in 2016 and manages investments in Japan.He was previously employed as a Joint Head of Far Eastern Equities Team by Jupiter Asset Management Ltd. and a Portfolio Manager by Cazenove Fund Management Ltd. Mr. Somerville received his Bachelor of Arts degree from Durham University in 1989.

Overview
RelSci Relationships

210

Number of Boards

1

Birthday

1960

Age

58

Relationships
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Chairman & Chief Executive Officer at James Donaldson & Sons Ltd.

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Former Chief Executive Officer & Director at The Phoenix Life SCP Institution

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Chairman & Chief Executive Officer at Betwiz Sports Ltd.

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Fund Advisor at Ecofin Ltd.

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Editor-in-Chief at Moneyweek Ltd.

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Senior Partner at Moore Stephens LLP

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Former Managing Partner at First State Investment Management (UK) Ltd.

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Former Partner & Head of the Japanese Equities at Baillie Gifford & Co.

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Chief Investment Officer at Jupiter Asset Management Ltd.

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Head of Investment Risk & Fund Operations at Jupiter Asset Management Ltd.

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Simon Christopher Neale Somerville
Portfolio Manager at Marathon Asset Management LLP
Education
Degree in Economics

The University of Durham, commonly known as Durham University, is a public research university in Durham, England. It was founded by Act of Parliament in 1832 and granted a Royal Charter in 1837. It was one of the first universities to open in England for more than 600 years and has a claim towards being the third oldest university in England. Durham is a collegiate university, with its main functions divided between the academic departments of the university and 16 colleges. In general, the departments perform research and provide lectures to students, while the colleges are responsible for the domestic arrangements and welfare of undergraduate students, graduate students, post-doctoral researchers and some university staff.

Career History
Portfolio Manager
2016 - Current

Marathon is an active, generalist manager with a long-term, contrarian investment philosophy, centered on the notion of the capital cycle. They specialize in global, international and regional equity and construct portfolios with diversified, strong views designed to deliver long-term outperformance.The firm employs a bottom-up approach to select stock, evaluating sectors and companies, complemented by country. They utilize a capital cycle approach to identify and target out-of-favor sectors, looking for profitability where competition is low. They also carry out interviews to assess the quality of a business, management incentives and the reinvestment rationale. Country analysis evaluates monetary conditions in relation to the capital cycle.Marathon may occasionally engage in shareholder activism.

Joint Head of Far Eastern Equities Team
2005 - 2016

JAM is an active, focused, fundamental research-based manager which seeks to optimize medium- to long-term performance without exposing investors to unnecessary risk. Their fund managers employ a bottom-up approach to construct portfolios specializing in UK and European equities, global financials and emerging Europe. They complement their core strengths in equity and multi-manager products with multi-asset, fixed-income and absolute return offerings.The firm believes that long-term outperformance is best achieved through bottom-up stock picking and they meet regularly with company management teams, competitors and suppliers. While their fund managers work as a team to share stock ideas and debate market prospects, each manager has individual responsibility for their own portfolios.JAM regularly reviews key statistics for funds and utilizes tracking error, absolute volatility and factor risk at country, industry and stock level as their main measures of risk.Their SRI team aims to deliver long-term performance by investing in companies with positive growth, supported by trends in environmental and social policies and regulations focusing on clean energy, water management, green transport, waste management, sustainable living and environmental services.

Head of Global & Japan Equities
1990 - 2004

CCM is an active, value-oriented investment manager which follows a bottom-up investment process and adopts a pragmatic approach. They try to anticipate the evolution of a company's stock by analyzing their business life cycle, taking into account global economic and market factors. The firm seeks to meet biannually with the companies in their portfolio.The firm's managers concentrate on their area of expertise, namely UK and European securities, fixed-income, multi-manager and alternative asset classes. They rely on external managers for other areas.CCM meets regularly with the companies in their portfolio and makes investment decisions as a team. Funds are managed to follow relevant industry indexes.

Boards & Committees
Non-Executive Director
2010 - Current

Baillie Gifford Shin Nippon Plc operates as a closed-end investment fund. Its objective is to pursue long term capital growth through investment principally in small Japanese companies. The company was founded in July 1985 and is headquartered in Edinburgh, the United Kingdom.

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