Portfolio Management

Willem Vinke

Portfolio Manager
Lofoten Asset Management

London, UK

Funds Managed

Equity

Strategic Europe Quality Fund

Equity

Strategic Global Quality Fund
Willem is the CEO and CIO of Lofoten Asset Management, the Investment Adviser to the Strategic Europe Quality Fund and Strategic Global Quality Fund, with Willem acting as the Portfolio Manager.

Willem is fluent in five languages and holds a BSc (Hons) in Management Sciences from the University of Manchester, a MA in European Studies from the College of Europe, Bruges and a MSc in Economics from the London School of Economics and Political Sciences. In addition Willem has successfully completed the CFA program.

He has been involved in the management of equity funds since 1995 and has been in the financial industry since 1992. Prior to establishing Lofoten Asset Management Willem held the following senior positions:

  • Parcom Capital (a subsidiary of ING) from 2008 to 2009 – Investment Partner
  • JO Hambro Capital Management from 2002 to 2008 – Portfolio Manager of the JO Hambro European Select Values Fund and the JO Hambro Continental Select Values Fund
  • Morgan Stanley from 1992 to 2002 – Responsible for EAFE/European small cap and European large cap products

Investment Team - Lofoten Asset Management

Christian De Roualle

INVESTMENT ANALYST

Christian joined Lofoten Asset Management in 2017 as an equity analyst. He has ten years’ experience as a sell-side analyst covering consumer stocks at Redburn. This followed two years as Financial Controller at Moët Hennessy Europe. Christian obtained a Masters in Management from EDHEC Business School (Grande Ecole).

Rosie Bichard

SENIOR EQUITY ANALYST

Rosie joined Lofoten in January 2018 as a Senior Equity Analyst, to focus on the global strategy. She has some 25 years’ experience in institutional fund management, having worked most recently at Newton Investment Management between 2005-2017 as a Global Consumer Analyst. Prior to that she spent 15 years at Deutsche Bank in a variety of analytical roles as well as both a UK and Emerging markets fund manager. She is a CFA charter holder with a degree in Modern Languages (French and Spanish) from St John’s College, Cambridge and has completed executive education programmes at London Business School and Harvard Business School.

Related Commentary

All Insights
Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Monthly Fund Commentary
Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

Monthly Fund Commentary
Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

Monthly Fund Commentary
Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

Monthly Fund Commentary

Meet our Independent Portfolio Managers

Lilian Co

PORTFOLIO MANAGER
LBN Advisers Limited

Bertrand Faure

PORTFOLIO MANAGER
Pascal Investment Advisers SA

Eric I. Sturdza

PORTFOLIO MANAGER
Banque Eric Sturdza SA

Constantin Sturdza

PORTFOLIO MANAGER
Banque Eric Sturdza SA

Yutaka Uda

PORTFOLIO MANAGER
Evarich Asset Management

Eric Vanraes

PORTFOLIO MANAGER
Banque Eric Sturdza SA

Willem Vinke

Portfolio Manager
Lofoten Asset Management

Mitsuhiro Yuasa

PORTFOLIO MANAGER
Rheos Capital Works Inc