About Us
Our investment team seeks to add value through in-depth, bottom-up, and fundamentally driven analysis while being mindful of benchmarks.
The MUTIS Ethical Investment Fund (“MEIF”) is a long-only global equity fund that invests in a relatively concentrated portfolio of holdings across the market cap spectrum. The investment process is largely bottom-up and takes special account of ESG factors with an emphasis on companies that contribute positively to society, and a negative screening process ruling out certain industries and companies.
Primary Objective
Our primary objective is long-term capital growth, with a strategic aim to outperform the MSCI World Mid Cap Index on a 5-year rolling horizon.
80+
Analysts
70%
Analyst Landing Role in Industry
MUTIS follows a multi-fund structure, where our main fund is our Ethical Equities Fund, followed by our Quant Fund.
Advisory Board
Anandapadmanabhan Padmasree Suresh Kumar
Ananda is currently serving as a Product Manager in Cash, FX & Liquidity Product Optimisation and Strategy at JP Morgan. He specializes in Data Analytics and AI Strategy for the Product Group, contributing to the enhancement of financial products and services. His expertise and contributions play a crucial role in the strategic development of JP Morgan's offerings in the realm of Cash, FX, and Liquidity.
Patricia Peariman-Dee
Patricia is a UoM lecturer, having worked in the industry for 11 years. She started her career selling derivatives, working at Salomon Brothers/Citi Group, JP Morgan and Nomura. Patricia then moved into wealth management at Barclays, looking after High Net-worth individuals and charities, before moving into Academia which she currently does alongside looking after several Family Offices. Patricia is a CFA charter holder.
Jeffrey Sacks
Jeffrey leads Citi Private bank's strategy team in Citi Private Bank - Head of EMEA Investment EMEA, providing key insights and asset-class Strategy recommendations. He is also a bank's Global Investment Committee member, which sets their tactical asset allocation positioning. Before joining Citi Private Bank, Jeffrey worked in equity and credit research for Barclays Wealth and was an emerging markets fund manager at Merrill Lynch Investment Managers, Baring Asset Management and Schroders Investment Management. He has a total of 30 years of experience.
Alex Richardson
Alex is an experienced Global Equity Analyst and a CFA Charter holder who used to work at Sloane Robinson. He was responsible for developing long equity ideas in the developed markets for the $400m Global Opportunities fund and the newly seeded $10m Compounder fund. He has devoted significant time to studying important secular trends such as ESG, SaaS, digital corporate transformations and more. Prior to working at Sloane Robinson, Alex was a Fund Manager at The Portland House Group Pty. Ltd.
Anthony Barklam
Anthony is a highly experienced finance professional who held several roles at MUFG, the most recent being the Co-Head of Debt Capital markets. Before joining MUFG, Anthony was the Co-Head of the European Syndicate at Morgan Stanley and held roles at Merrill Lynch, BZW and Citi.
Fund Managers
The day-to-day running of the fund will be led by the fund managers who oversee the operational side of the fund and sit on the Investment Committee (“IC”).
Karan Dayanidhi Maran
Fund Manager and Chief Product Officer
Priyam Singh Vardhan
Fund Manager and President
Ronit Bhatia
Fund Manager and Founder
Investment Committee
The IC consists of the fund managers, the five sector heads and the head of Risk Managment
Head of Financials
Alexandru Andrew Tudor
Head of Industrials
Ikshith Sajith
Head of Market Intelligence
Pranav Chaturvedi
Head of ESG
Sasha Vaswani
Head of Energy
Edgar Tan Yan Liang
Head of Risk Managment
Girish Daga
Head of Telecommunications, Media and Technology
Marwan Karadsheh
Sub-Divisions
Ethical Equities Fund
The Ethical Equities Fund comprises of 5 sectors, and 3 Cross Support Teams who help the sectors with their work. Each Sector is headed by a Sector Head and a Senior Analyst, and 5 analysts.
Quant Fund
The Quant Fund aims to act alongside the fundamentals team (ethical equities) by supporting them with portfolio optimisation techniques.
Octave
Our in-house fintech initiative, Octave, aims to make tools that would help the main Ethical Equity Fund analysts with their research.
