David Keetley, Partner and co-manager of the Polar Capital Global Absolute Return Fund, reflects on a strong 12-month period for the Fund and discusses the drivers of this performance.
The Fund takes a unique approach and has an excellent track record. David discusses this and explains why he believes this approach is advantageous.
He attributes performance to a broad mix of themes , with no sector or position contributing out-sized returns. Looking ahead he expects continued equity volatility and strong convertible issuance to provide an attractive backdrop for investors.
David Keetley, Partner and co-manager of the Polar Capital Global Absolute Return Fund, reflects on a strong 12-month period for the Fund and discusses the drivers of this performance.
The Fund takes a unique approach and has an excellent track record. David discusses this and explains why he believes this approach is advantageous.
He attributes performance to a broad mix of themes , with no sector or position contributing out-sized returns. Looking ahead he expects continued equity volatility and strong convertible issuance to provide an attractive backdrop for investors.
David joined Polar Capital in October 2010 to establish the global convertibles team and is co-manager of the Global Convertible Fund and the Global Absolute Return Fund.
David is an experienced convertible bond specialist, having spent 36 years in the asset class in both investment banking and investment management. Before joining Polar Capital in October 2010 to establish the Convertible team, he was joint CEO of Vicis Capital (UK) Ltd which he joined in 2006 to set up and manage the international convertible portfolio of the New York-based hedge fund. David started his career at Salomon Brothers International and moved to Baii (a subsidiary of BNP Paribas) in 1987, where he first started managing convertibles. He joined Schroders in 1996 and Citigroup in 2000 following the Citi takeover of Schroder Investment Bank.
