Fund Manager - Sub Advised
James Abate
James Abate is Managing Director and Head of Fundamental Strategies as Horizon Investments. He is the Portfolio manager of the firm’s Centre American Select Equity and Global Listed Infrastructure Strategies and has a 25yr+ track record of managing equity strategies. Prior to joining Horizon, he founded Centre Asset Management, before this he was Investment Director, North America, for GAM Investments. Prior to GAM, Mr. Abate served as Managing Director & Fund Manager/Head of U.S. Active Equity at Credit Suisse Asset Management responsible for its U.S. Select Equity Strategy and stable of Global Sector Funds. James has Achieved Standard & Poor’s Funds Research AAA rating, received numerous “Category King” mentions in The Wall Street Journal, he is the recipient of the Refinitiv Lipper Fund Award for Best US Equity Fund, as well as multiyear Investment Week award nominations. Mr. Abate holds a B.S. in accounting from Fairleigh Dickinson University, an MBA in finance from St. John’s University, and is a visiting Adjunct Professor in the graduate and honors academic programs at the Zicklin School of Business, Baruch College. He is a contributing and published author in a variety of industry books and journals.
Fund Information
Investment Objective
Provide exposure to high conviction core US equities with downside risk mitigation. The strategy invests in a diversified portfolio of large capitalization American companies with varying allocations between blue chip quality and cyclical restructuring stocks.
Price reporting
As well as on this site, prices are published daily on Bloomberg and by other third party data providers.
Investment Manager & Sub Advisor
Green Ash Partners LLP, Authorised and Regulated by the Financial Conduct Authority. Sub Advised by Horizon Investments LLC.
Accounts date
Financial year-end 31st December.
Administrator
UBS Luxembourg
Depositary
UBS Luxembourg
Auditors
PWC
PEPs / ISAs
Accepted – excluding Mini ISAs.