Profil
Mr. William N.
Balfour is a Portfolio Manager at Highclere International Investors LLP.
Mr. Balfour joined Highclere in 2014 and has over 12 years of investing experience.
He covered several different industry groups as an investment analyst, including software, utilities, and materials, and added Assistant Portfolio Manager responsibilities in 2018.
He became a Portfolio Manager in 2024.
He joined Highclere from Neptune Investment Management, where he was a Global Technology Analyst and Assistant Fund Manager.
He also worked at Cairneagle Associates, a boutique Strategy Consulting firm.
He graduated from Cambridge University with a Masters in Aerospace & Aerothermal Engineering (first class).
Postes actifs de William Nicholas Balfour
| Sociétés | Poste | Début |
|---|---|---|
Highclere International Investors LLP
Highclere International Investors LLP Investment ManagersFinance Highclere seeks to invest client funds in small and medium sized companies listed in markets outside North America. They focus on generating absolute returns for their clients over the long term, and are comfortable investing at the smaller, under-researched end of their universe. The firm’s investment decision process is systematic, methodical and research driven. Highclere’s investment team are responsible for the research and integration of ESG analysis into their bottom-up investment process. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Anciens postes connus de William Nicholas Balfour
| Sociétés | Poste | Fin |
|---|---|---|
Liontrust Investment Management Ltd.
Liontrust Investment Management Ltd. Investment ManagersFinance LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based. | Analyst-Equity | 01/07/2014 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Liontrust Investment Management Ltd.
Liontrust Investment Management Ltd. Investment ManagersFinance LIM applies robust, scalable and repeatable investment process. The firm ensures that appropriate and prudent levels of risk are taken to meet the investment objective and policy of their funds. They have seven fund teams: four that invest in UK, European, Asian and Global equities, a Global Fixed Income team, a Sustainable Investment team and one team that manages Multi-Asset portfolios. LIM evaluates equities by global industry sector, aiming to identify global sectors with attractive growth opportunities. They then follow a bottom-up process to select companies in those sectors, regardless of where they are based. | Finance |
Highclere International Investors LLP
Highclere International Investors LLP Investment ManagersFinance Highclere seeks to invest client funds in small and medium sized companies listed in markets outside North America. They focus on generating absolute returns for their clients over the long term, and are comfortable investing at the smaller, under-researched end of their universe. The firm’s investment decision process is systematic, methodical and research driven. Highclere’s investment team are responsible for the research and integration of ESG analysis into their bottom-up investment process. | Finance |
















