About Fundamental Tracker Investment Management

Who Are We?

Robert Davies

Chairman and Managing Director

Rob Davies worked as a professional geologist in Antarctica and Australia before joining the City as a mining analyst. During his 15 years he worked for a number of brokers and investment banks including Smith New Court, Shearson Lehman Hutton and ING Barings. He was a speaker at the Financial Times Gold Conference in 1997 and worked on a number of capital market transactions in the mining industry. From 1999 to 2001 he was a writer at The Motley Fool and co-wrote “The Old Fools Guide to Retirement”. In 2002 he joined the Private Client Department of Clydesdale Bank as Senior Investment Analyst where he was responsible for writing and maintaining investment policy, selecting securities and portfolio creation until the department was sold in 2006. His experience of the stock market as an equity research analyst, personal finance writer and portfolio construction manager has given him a unique background to draw on in crafting this investment process which he now runs as The Fund Manager of The Munro Fund.

 

John Carrick Smith

Non Executive Director

John Carrick Smith holds a B.Sc. in geology from London University and worked as a professional geologist in Australia for four years (1978-1982).

On returning to the UK he was employed as an analyst and institutional stockbroker with Cazenove & Co, (1983-1988), HSBC James Capel, (1988-1996) and ANZ Securities (1996-1998). He specialised in Resources and Emerging Markets.

In 1999 he set up (as a founding director), a specialist IR agency providing investor relations advice for domestic and international companies. He founded Burvale Management Consultants in 2001.

John is a member of the Securities Institute.

 

Matt Christensen

Non Executive Director

Matt Christensen is the Executive Director for Eurosif, the European Social Investment Forum. Eurosif’s mission is to Address Sustainability Issues through Financial Markets. The key benefits that Eurosif members receive include EU lobbying, SRI information and European wide initiatives that integrate SRI and Corporate Governance issues into the financial services sector.

Matt has an international background in consultancy and operational management and was a strategy consultant with Braxton Associates (now a division of Deloitte & Touche) for five years. Prior to his current position with Eurosif, he was the European Development Director for the UK-based Motley Fool. The Motley Fool has successfully grown from a venture capital funded start-up to a profitable business. An advisor to a number of institutions in Europe, Matt holds an MA from the University of Pennsylvania in International Political Economy and an MBA from the Wharton School.

 

John Greenhalgh

Non-Executive Director

MIPR, Chairman and Managing Director, founded City of London PR in the 1970s, after an early career in financial and general journalism on three national newspapers. Before setting up City of London PR he created the financial public relations division of the Exchange Telegraph Company, the UK news wire service.

 

David Šik

Investment Analyst

David graduated from Strathclyde University in June 2007 with an honours degree in Finance with distinction.  His degree dissertation was on “Information Transmission across Global Markets” which used GARCH models to analyse contagion and price volatility transmissions between major global markets.  He joined Fundamental Tracker Investment Management on his graduation and passed his Investment Manager’s Certificate exam shortly after. He is authorised by the FSA to perform control function CF 30 and is the deputy fund manager of The Munro Fund.

Our Corporate Partners

Lawyers

MacGrigors, Pacific House, 70 Wellington Street, Glasgow, G2 6S.

Accountants

French Duncan, 375 West George Street, Glasgow, G2 4LW.

Custodian

Bank of New York Mellon

Trustee

Royal Bank of Scotland .

Authorised Corporate Director

Smith & Williamson, 25 Moorgate, London, EC2R 6A.

Major Shareholder

City of London Group - see press release by clicking this link

Registered Trade Mark

Munro is a registered trade mark owned by Fundamental Tracker Investment Management Limited.

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