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05 January 2023

M&G hires thematic equity investment portfolio managers

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2023

  • Two USA-based appointments announced to develop equity investment capabilities and to offer new investment strategies

M&G plc, the international savings and investments business, today announces two appointments to develop the firm’s equity investment and research capabilities and to spearhead the launch of new investment strategies for clients.

Jeffrey Lin and Thomas Lee join with 32 and 25 years respectively of experience in the technology industry as well as in investing in technology-related thematic strategies. Jeffrey and Thomas join M&G from TCW Group where they ran investment strategies including AI, next generation mobility and entertainment technology. Jeffrey joins as Head of Thematic Equities and will report into Fabiana Fedeli, CIO Equity, Multi Asset & Sustainability. Thomas Lee joins as Deputy Head of Thematic Equities.

With Jeffrey and Thomas’ appointments, M&G plans to expand its client offering of thematic strategies and add to the technology expertise of the Investment team. The new strategies will be based on a long-term approach, fundamental research and stock-picking, which is aligned to the existing investment process within the M&G’s equity division.

Jack Daniels, Chief Investment Officer, M&G plc, says: “One of our priorities is to further internationalise our investment capabilities through broadening our investment strategies and expanding our range of thematic investment propositions. With the growth in areas such as AI and Big Data, there are huge opportunities to support the changing needs of our clients and to provide innovative solutions into how we invest their assets.”

Fabiana Fedeli, Chief Investment Officer, Equity, Multi Asset & Sustainability, M&G, says: “We see great value in thematic investing, particularly in technology-related areas and we believe technology will continue to play a pivotal role in our lives over the longer term. In addition, from a near term perspective, the recent market rotation away from technology stocks offers attractive entry point opportunities. With Jeffrey and Thomas’ appointments, and with the support of our wider equities capabilities, our new thematic equity team has the potential to drive change both for our clients and in our own investment processes.”

Download a PDF of the release

Download a PDF of the release

Media enquiries

Irene Chambers

Media Relations

+44 (0)782 569 6815

irene.chambers@mandg.co.uk

Notes to editors

OpenJeffrey Lin
Jeff has 32 years of investment industry experience, having worked as both a Sell and Buy Side Research Analyst, as well as a Portfolio Manager on Long-Only and Long/Short investment strategies and in Venture Capital. He has also experience in technology having worked as a Computer Engineer for the early part of his career, as well as later as a CFO of optical communications equipment company.

Most recently, Jeff worked for TCW LLP, having joined in 2006. At TCW Jeff covered both the Technology and Automotive sectors as a Research Analyst and was a Portfolio Manager on three Technology related thematic strategic: Global Artificial Intelligence, Next Generation Mobility and Entertainment Technology.

Jeff holds a BS in Electrical Engineering, as well as an MBA from the University of Southern California. He also holds the CFA.
OpenThomas Lee

Thomas has 25 years of investment industry experience, having worked for 10 years as a Research Analyst for several Sell Side institutions, as well as a TMT focused Hedge Fund and Long-Only Asset Manager. He also has direct experience in the technology industry having begun his career at Motorola as an Engineer and Product Manager.

Thomas’ most recent employer was TCW LLP where he was co-manager on three Technology related thematic strategic: Global Artificial Intelligence, Next Generation Mobility and Entertainment Technology.

Thomas holds a BS and MS in Electrical Engineering from the University of Illinois, as well as an MBA from the University of Chicago Booth School of Business

OpenAbout M&G plc
M&G plc is an international savings and investments business, managing money for around 5 million retail customers and more than 800 institutional clients in 28 markets. As at 30 June 2022, we had £348.9 billion of assets under management and administration. Our purpose is to help people manage and grow their savings and investments, responsibly.

With a heritage dating back more than 170 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. We serve our retail and savings customers under the M&G Wealth and Prudential brands in the UK and Europe, and under the M&G Investments brand for asset management clients globally.
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M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.
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イングランド及びウェールズで設立された国際グループ企業であるPrudential plc（プルデンシャル・ピーエルシー）の関連会社をお探しの場合は、こちらをクリックしてください。

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.

M&G plc は、イングランド及びウェールズで設立・登録。本社登録地は10 Fenchurch Avenue, London EC3M 5AG。登録番号11444019。M&G plcは持ち株会社で、その子会社の一部はPRA（健全性監督機構）及びFCA（金融行為規制機構） に認可され、それらの規制対象となっています。

M&G plc は、イングランドを登録地、及び主たる事業領域とする会社で、その関連会社は有数の貯蓄・投資機関として基盤を確立しています。M&G plcは、Prudential Assurance Company Limited（プルデンシャル・アシュアランス・カンパニー・リミテッド）の直接親会社です。なお、Prudential Assurance Company Limitedは、アメリカ合衆国を主たる事業領域とするPrudential Financial, Inc.（プルデンシャル・ファイナンシャルInc.）またはイングランド及びウェールズで設立された国際グループ企業であるPrudential plc（プルデンシャル・ピーエルシー）とは一切関係がありません。
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Prudential plc

If you are looking for the affiliates of Prudential plc, an international group incorporated in England and Wales, click here to proceed.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in England and Wales.