Investment Forum 2023

Sreevardhan joined FSSA Investment Managers as a graduate in 2014 and provides research support to the portfolio managers, with a focus on Australia, India and the Southeast Asian markets. 

He is also co-manager of the FSSA Indian Subcontinent strategy and the Scottish Oriental Smaller Companies Trust. 

Sreevardhan has 8 years of investment experience. He graduated from the National University of Singapore with a management degree and a specialisation in Finance. 

Helen joined FSSA Investment Managers in 2012 and focuses on the Greater China equity markets. She is the lead manager of the FSSA China Focus strategy and the FSSA China All Cap strategy. 

Helen has 10 years of investment experience. She holds a Bachelor of Economics in Finance from Peking University in Beijing. Helen is also a CFA charterholder. 

Alex has spoken at the World Economic Forum in Davos, testified in the UK Parliament, and given the TED talk “What to Trust in a Post-Truth World” and the TEDx talks “The Pie-Growing Mindset” and “The Social Responsibility of Business” with a combined 2.7 million views. He serves as non-executive director of the Investor Forum, and on Royal London Asset Management’s Responsible Investment Advisory Committee. Alex’s book, “Grow the Pie: How Great Companies Deliver Both Purpose and Profit”, was a Financial Times Book of the Year for 2020, and he is a co-author of “Principles of Corporate Finance” (with Brealey, Myers, and Allen). He has won 25 teaching awards at Wharton and LBS and was named Professor of the Year by Poets & Quants in 2021

Richard is the lead manager of the FSSA Asia Opportunities strategy and the FSSA Asian Growth strategy. He is also responsible for managing a number of Asia Pacific equity portfolios on behalf of key client segregated accounts. 

Richard has more than 35 years of investment experience in Asia, focused on both company research and portfolio management. He graduated from the London School of Economics with a degree in Economics (Government). 

He joined FSSA Investment Managers in 2015 and covers Greater China Equities. Winston is the lead manager of the FSSA All China strategy and the FSSA China A-Shares strategy. 

Winston has more than 15 years of investment experience. He graduated from Nanjing University with a BA and an MA in Economics. Winston is also a CFA charterholder. 

Martin is the lead fund manager of a number of FSSA strategies; the FSSA Asian Equity Plus strategy, the FSSA Asian Bridge strategy, the FSSA Asia All Cap strategy, the FSSA China Growth strategy, the FSSA Greater China Growth strategy and the FSSA Hong Kong Growth strategy.

Martin has more than 25 years of investment experience and is based in Hong Kong.

He graduated from Cambridge University with a Bachelor of Arts degree and Master’s degree in Engineering. Martin is also a CFA charterholder.

She joined FSSA Investment Managers as a graduate in 2017 and provides research support to the portfolio managers, with a focus on the Indian Subcontinent markets.

Shivika has 5 years of investment experience. She has graduated from Singapore Management University with a degree in Economics and an additional major in Finance.

Yum China separated from Yum! Brands, Inc. and became an independently listed company on the New York Stock Exchange (NYSE) in 2016. The Company was secondary-listed on the Hong Kong Stock Exchange (HKEX) in 2020 and became dual primary-listed on both the NYSE and the HKEX in 2022. Ms. Wat served as the President and COO of Yum China from 2017 – 2018, and as CEO of KFC China from 2015 – 2017. Before joining YUM China Division in 2014, Ms. Wat served in both management and strategy positions at A.S. Watson of Hutchison Whampoa in the U.K. from 2004. Her last position at Watson was as Managing Director of Watson U.K. Before joining Watson, Ms. Wat spent seven years in management consulting including with McKinsey & Company in Hong Kong from 2000 to 2003. Wat holds an MBA from the Kellogg School of Management and a bachelor’s degree from Hong Kong University. Wat was included in the Forbes World’s Most Powerful Women list from 2020 to 2022, and Fortune’s Top 50 Most Powerful Women in International Business from 2018 to 2021.

Previously, she was the Editor in chief of Moneyweek, the best selling financial magazine in the UK, and a contributing editor at the Financial Times.

Her most recent book, which focuses on how shareholders can leverage their influence for good, was published in January 2022.  It is called “Share Power - How ordinary people can change the way capitalism works, and make money too“ (Short Books). She brings readers into the world of corporate capitalism – from the privatisation of state-owned companies in the 80s to the financial crash of 2008 and the growth of the modern multinational – she shows how capitalism went wrong and how, with six simple recommendations, every one of us now has the power to make it work for us.

Merryn is also the author of a sharp and witty women’s guide to personal finance: “Love is Not Enough: The Smart Woman’s Guide to Making (and Keeping) Money” (2007). In 2020, she was co-presenter of Channel 4’s personal finance series ‘Superscrimpers’.

Merryn is a non-executive director of four investment trusts, Murray Income, Baillie Gifford Shin Nippon, and Blackrock Throgmorton, and of wealth management firm Netwealth. She is a non-executive adviser to the investment committee of UK platform Interactive Investor.

Merryn was a senior scholar at Gonville and Caius College, Cambridge, where she gained a first class degree in History and Economics. She then became a Daiwa scholar and spent a year studying Japanese at London University.