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).

Laura Campbell

PRODUCT SPECIALIST

Laura has been the Product Specialist for Lofoten Asset Management since November 2015. Laura has seven years’ experience in the financial industry, including two years at Tiburon Partners LLP, London. Laura obtained a BA (Hons) in Finance and Investment Management from the University of Northumbria and holds an MSc in Quantitative Finance and Risk Management from Newcastle University.

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
The stimulus cushion

Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.

Monthly Fund Commentary
Equity markets continue to rebound

Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.

Monthly Fund Commentary
A cautious approach

Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.

Monthly Fund Commentary
Market correction provides an opportunity

Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.

Monthly Fund Commentary

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