William Kenney and Peter Rutter, sub-investment Managers from JO Hambro Investment Management Ltd responsible for the Vilhena Global Themed Fund, which is managed by Valletta Fund Management and is classified under its growth range of Investment Solutions, have recently delivered a presentation to the authorized financial representatives at Bank of Valletta during an educational seminar at The Xara Lodge, L/O Rabat.

William and Peter opened the seminar by giving an overview on the various investment challenges as well as the constant threats in respect to purchasing power from taxes, inflation and currency.  They continued to share their experience as to why they believe that global equities still offer value.  William Kenney explained how their research based approach utilises two core principles namely Economic Return Framework & Corporate Lifecycle Analysis.  Peter Rutter concluded that “in such a challenging environment, protecting purchasing power whilst generating real returns is key”.  He continued that “the global market is complex and consequently requires a rigorous and disciplined investment approach”.

Kenneth Farrugia, Chief Officer – Valletta Fund Services, announced that funds under management have exceeded €703.96 million*.  He further highlighted the importance of such educational seminars which main objective is to keep the BOV authorized financial representatives abreast of the changes in the local and international markets as well as on the performance of the Valletta Fund Management Limited range of investment solutions.