Profil
Mr. Stephen I.
Johnston is a Portfolio Manager at Milford Asset Management Ltd. He has over 20 years of investment experience across global financial markets and different asset classes.
Prior to joining Milford in 2013, Mr. Johnston was a Partner at London based Adelante Asset Management where he was a Senior Portfolio Manager.
Prior to Adelante, he was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management.
Mr. Johnston holds a Bachelor of Laws and Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.
Postes actifs de Stephen Ian Johnston
| Sociétés | Poste | Début |
|---|---|---|
Milford Asset Management Ltd.
Milford Asset Management Ltd. Investment ManagersFinance Milford seeks to grow the wealth of investors and the overall prosperity of the New Zealand economy. The firm adopts an active and flexible approach to investing, using a wide range of strategies to take advantage of changing market conditions. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Stephen Ian Johnston
| Sociétés | Poste | Fin |
|---|---|---|
Adelante Asset Management Ltd.
Adelante Asset Management Ltd. Investment ManagersFinance Adelante is a dedicated emerging markets fund manager. Their Fund aims to capture the large capital gains opportunities available investing in exotic debt instruments. These opportunities will arise usually from potential credit events such as the lifting of an embargo or sanctions, debt restructurings, market-generated demand or countries opportunistically buying back their debt at distressed levels. Primarily a sovereign "event-driven" strategy, the portfolio is also diversified into other restructuring / recovery situations. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Threadneedle Capital Management Ltd.
Threadneedle Capital Management Ltd. Investment ManagersFinance TCM is an alternative investment manager following an opportunistic growth-and-value investment approach. The firm seeks to achieve non-correlated absolute returns in emerging markets through the exploitation of special situation opportunities worldwide. They invest in fixed income and equity with a long bias, targeting improving credit situations and well as short opportunities in deteriorating credit situations. The firm's investment process combines top-down and bottom-up approaches and starts with the development of an in-house macro picture to identify improving and deteriorating economic situations and assess whether the political framework supports or hinders economic growth. Fixed-income investments follow a medium-term credit directional strategy and include government debt issued by 'pariah' countries such as North Korea and Iraq. Equity investments focus on sectors selected according to macro dynamics. Within these sectors, TCM then conducts fundamental analysis at the company level. Investment themes include deep value in sectors such as natural resources or banking, under-researched situations with low foreign ownership, event-driven special situations, lifting of sanctions, markets in crisis and untendered debt leading to sovereign and corporate restructurings. TCM's portfolios are leveraged, hedged and diversified across regions, countries and strategies. Stop-losses are defined for each position. The firm conducts portfolio correlation analysis by country relatively to the overall market. Non-core functions are outsourced. | Gestionnaire de Portefeuille-Actions | 28/05/2009 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Threadneedle Capital Management Ltd.
Threadneedle Capital Management Ltd. Investment ManagersFinance TCM is an alternative investment manager following an opportunistic growth-and-value investment approach. The firm seeks to achieve non-correlated absolute returns in emerging markets through the exploitation of special situation opportunities worldwide. They invest in fixed income and equity with a long bias, targeting improving credit situations and well as short opportunities in deteriorating credit situations. The firm's investment process combines top-down and bottom-up approaches and starts with the development of an in-house macro picture to identify improving and deteriorating economic situations and assess whether the political framework supports or hinders economic growth. Fixed-income investments follow a medium-term credit directional strategy and include government debt issued by 'pariah' countries such as North Korea and Iraq. Equity investments focus on sectors selected according to macro dynamics. Within these sectors, TCM then conducts fundamental analysis at the company level. Investment themes include deep value in sectors such as natural resources or banking, under-researched situations with low foreign ownership, event-driven special situations, lifting of sanctions, markets in crisis and untendered debt leading to sovereign and corporate restructurings. TCM's portfolios are leveraged, hedged and diversified across regions, countries and strategies. Stop-losses are defined for each position. The firm conducts portfolio correlation analysis by country relatively to the overall market. Non-core functions are outsourced. | Finance |
Adelante Asset Management Ltd.
Adelante Asset Management Ltd. Investment ManagersFinance Adelante is a dedicated emerging markets fund manager. Their Fund aims to capture the large capital gains opportunities available investing in exotic debt instruments. These opportunities will arise usually from potential credit events such as the lifting of an embargo or sanctions, debt restructurings, market-generated demand or countries opportunistically buying back their debt at distressed levels. Primarily a sovereign "event-driven" strategy, the portfolio is also diversified into other restructuring / recovery situations. | Finance |
Milford Asset Management Ltd.
Milford Asset Management Ltd. Investment ManagersFinance Milford seeks to grow the wealth of investors and the overall prosperity of the New Zealand economy. The firm adopts an active and flexible approach to investing, using a wide range of strategies to take advantage of changing market conditions. | Finance |
















