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Fund Prices (16 May 2008) |
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| A Share |
| £135.40 |
| £198.56 |
| £216.76 |
| £ 90.75 |
| £151.15 |
| £ 85.67 | |
| B Share |
| £134.17 |
| £194.05 |
| £211.79 |
| £ 86.58 |
| £149.74 |
| £108.86 | |
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| Funds under Management - £227.0 million | |
Unlike most fund management companies, Bedlam is structured to make investors money |
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Fund Management |
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Jonathan Compton. Managing Director. 12 years fund management in London and Hong Kong with Samuel Montagu then Baring International; 10 years as a stockbroker with Credit Lyonnais Securities Asia (CLSA). Read Law at Durham University then called to the Bar. |
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Richard Greenwood. Investment Analyst. After a short spell teaching Classics, Richard qualified as a Chartered Accountant with Deloitte & Touche where he was involved in cash flow modelling and tax structuring for M&A deals. Read Classics at Lincoln College, Oxford. |
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Ian McCallum. Director & Chief Investment Officer. 10 years as an analyst in London, Asia and Turkey for Merrill Lynch, Peregrine Securities and CLSA. Read Accountancy and Finance at Heriott-Watt University, then qualified as a Chartered Accountant. |
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Richard Norris. Investment Analyst. 6 years industry experience. Previously an investment analyst at Constellation Capital in Sydney. Qualified as a Chartered Accountant with KPMG before moving to Australia to join Deloitte (corporate finance). Read Managerial Statistics at Exeter University and holds a Master of Applied Finance from the Securities Institute of Australia. |
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Felicity Smith. Senior Fund Manager. 20 years of experience covering European equities with Morgan Stanley, Investment Advisor International and ABN Amro. Read modern languages from Balliol College, Oxford and is fluent in French and German. |
Sales |
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Tony Burke. Director of Institutional Sales. 4 years as head of marketing for two traditional asset managers. Previously Chief Executive Officer of two stockbroking firms. Has worked in Moscow, Dallas and New York, and is a Member of the Securities and Investment Institute. |
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Robert Dann. Fund Sales. First worked at Bedlam as an intern then joined full time after gaining his degree in Business Administration from the University of Kent. |
Finance & Operations |
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Lesley Cartmell. Director & Investment Consultant. 18 years fund management at Clerical Medical and United Friendly. Read Economics at the London School of Economics and taught the same in Tokyo. MBA from City University Business School. |
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Michael Comras. Finance Director. After leaving Coopers & Lybrand, 14 years experience in financial services organisations. Subsequently finance director of small and medium sized companies. A Chartered Accountant. |
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Andrew Duncan. Operations. Spent 18 months in audit (Investment Management) at Deloitte & Touche. Degree in Business Studies from Lancaster University. |
Sarah Owen. Investment Operations. 3 years in operations at Catella Wealth Management and prior to that Blueprint Partners in marketing. Read Geography at Liverpool. |
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Tim Vaughan. Head of Investment Operations. His first move into fund management was to Fidelity where he spent 2 years in their European Retail Operations overseeing client trading services and operational risk management. Read Classics at Christ Church, Oxford. |
Administration |
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Caroline Pemberton. Office Manager. 12 years in the fund management industry working at Marathon Asset Management, the last 4 spent in Connecticut running the US office. Prior to that, spent 8 years at Coats Viyella Plc. |
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Susi Puppa. Marketing Secretary. Spent over 5 years working for an international fragrance manufacturer (ICI) in operations and overseeing service to European clients. Bi-lingual German and English. |
Non executive directors |
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Rodney Baker-Bates Positions have included Group Finance Control Director at the Midland Bank, Director of Finance and Information Technology at the BBC, Chief Executive at Prudential Financial Services and currently Director at C. Hoare & Co and other companies. Qualified accountant. |
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Duncan Clark 17 years at Brown Brothers Harriman. Managing Director of the London office and the US parent. Led US Equity research, sales and private equity marketing in the EU and North America. Currently MD of Braxted Capital. Read History at Christ College, Cambridge and received an MBA from the University of Columbia, New York. |
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Nigel Johnson-Hill, Chairman HSBC and W.I.Carr, then 10 years as Managing Director of Hoare Govett in Hong Kong. 10 years as Chairman and MD of Hoenig UK. Director of The Vintry Wine Co., Liv-ex and Mundane Asset Management. Is a fellow of the Securities and Investment Institute. |
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James Osborne 18 years at A&L Goodbody having joined as a solicitor in 1973, retired in 1992 although still employed as a consultant. Since then has held numerous directorships, most notably Deputy Chairman of Ryanair. Read Law at Trinity College, Dublin. | |