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Tony Yousefian
Membre du Comité d'Investissement chez
Margetts Fund Management Ltd.
Finance
Profil
Mehrdad Yousefian is currently a Fund Manager at Margetts Fund Management Ltd. since 2025.
Formerly, the roles include Portfolio Manager at Beckett Asset Management Ltd. from 2019 to 2025, Investment Manager at Ascot Lloyd Investment Management Ltd. from 2015 to 2019, Portfolio Manager at Charteris Treasury Portfolio Managers Ltd. in 2014, Portfolio Manager at City Financial Investment Co. Ltd. from 2013 to 2014, Chief Investment Officer at OPM Fund Management Ltd. from 1997 to 2013, and Principal at The Smith + Pinching Group Ltd.
Postes actifs de Tony Yousefian
| Sociétés | Poste | Début |
|---|---|---|
Margetts Fund Management Ltd.
 Margetts Fund Management Ltd. Investment ManagersFinance MFM specializes in managing risk rated multi-manager funds. Their active management techniques are designed to provide superior returns for the level of risk undertaken. The firm focuses on long-term, diversified and rational investments. | Membre du Comité d'Investissement | 01/08/2025 |
Anciens postes connus de Tony Yousefian
| Sociétés | Poste | Fin |
|---|---|---|
Beckett Asset Management Ltd.
 Beckett Asset Management Ltd. Investment ManagersFinance BAM offers various investment portfolios to accommodate varying levels of risk and investment objectives. | Gestionnaire de Portefeuille-Actions | 01/08/2025 |
Avellemy Ltd.
 Avellemy Ltd. Investment ManagersFinance Ascot Lloyd is an active manager that invests in asset allocation across equities, bonds, property, and commodities explains a significant majority of relative risk-adjusted portfolio performance. | Membre du Comité d'Investissement | 08/12/2019 |
Charteris Treasury Portfolio Managers Ltd.
 Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance CTPM is an active, long-term manager which aims to preserve and grow their clients’ wealth over the long-term. The firm manages UK OEICs in the Fixed Income, Gold, Equity and across global markets. Their research focuses on identifying investment opportunities prioritizing long-term capital growth, sustainable income, and high liquidity. CTPM’s investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
City Financial Investment Co. Ltd.
 City Financial Investment Co. Ltd. Investment ManagersFinance City Financial is an active manager which tailors their investment management services in accordance with each fund’s investment strategy across asset classes, geographies and strategies, aiming to achieve risk-adjusted returns with minimal correlation to equity and fixed-income markets. The firm seeks to grow assets organically (through fund performance and net subscriptions) and through strategic acquisitions of pools of assets or companies. They also partner with teams managing portfolios for alternative strategies. | Gestionnaire de Portefeuille-Actions | 01/03/2014 |
OPM Fund Management Ltd.
 OPM Fund Management Ltd. Investment ManagersFinance SPPM utilizes a top-down investment approach through a two-stage process. First, the firm conducts technical and fundamental data analysis to determine asset allocation within current market conditions. This step is aligned with their clients' investment objectives and risk tolerance. The second stage involves statistical research combined with judicious analysis to determine appropriate investment management firm fitting the clients' investment profile. | Directeur en chef des Investissements | 01/04/2013 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
OPM Fund Management Ltd.
OPM Fund Management Ltd. Investment ManagersFinance SPPM utilizes a top-down investment approach through a two-stage process. First, the firm conducts technical and fundamental data analysis to determine asset allocation within current market conditions. This step is aligned with their clients' investment objectives and risk tolerance. The second stage involves statistical research combined with judicious analysis to determine appropriate investment management firm fitting the clients' investment profile. | Finance |
The Smith + Pinching Group Ltd.
 The Smith + Pinching Group Ltd. Insurance Brokers/ServicesFinance Provides financial and insurance services | Finance |
Margetts Fund Management Ltd.
Margetts Fund Management Ltd. Investment ManagersFinance MFM specializes in managing risk rated multi-manager funds. Their active management techniques are designed to provide superior returns for the level of risk undertaken. The firm focuses on long-term, diversified and rational investments. | Finance |
Charteris Treasury Portfolio Managers Ltd.
Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance CTPM is an active, long-term manager which aims to preserve and grow their clients’ wealth over the long-term. The firm manages UK OEICs in the Fixed Income, Gold, Equity and across global markets. Their research focuses on identifying investment opportunities prioritizing long-term capital growth, sustainable income, and high liquidity. CTPM’s investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. | Finance |
City Financial Investment Co. Ltd.
City Financial Investment Co. Ltd. Investment ManagersFinance City Financial is an active manager which tailors their investment management services in accordance with each fund’s investment strategy across asset classes, geographies and strategies, aiming to achieve risk-adjusted returns with minimal correlation to equity and fixed-income markets. The firm seeks to grow assets organically (through fund performance and net subscriptions) and through strategic acquisitions of pools of assets or companies. They also partner with teams managing portfolios for alternative strategies. | Finance |
Beckett Asset Management Ltd.
Beckett Asset Management Ltd. Investment ManagersFinance BAM offers various investment portfolios to accommodate varying levels of risk and investment objectives. | Finance |
Avellemy Ltd.
Avellemy Ltd. Investment ManagersFinance Ascot Lloyd is an active manager that invests in asset allocation across equities, bonds, property, and commodities explains a significant majority of relative risk-adjusted portfolio performance. | Finance |
