Years at Aubrey

18

Industry experience

41

Andrew is Founder, Director and CIO at Aubrey, as well as being lead Investment Manager of the Global Emerging Markets and Global Equity strategies.

A graduate of Cambridge University, he began his career at Cazenove & Co then joined James Capel in 1987 and was transferred to James Capel (Far East) in Hong Kong in 1991. He continued in his role as an Asian specialist working with UBS Warburg from 1992-1998 in Hong Kong.

Andrew joined Stewart Ivory in 1998 and in 1999 he established the Global Opportunities Fund, the First State Global Opportunities Fund, which remained his signature fund throughout his tenure at First State Investments. Since inception (August 1999) through June 2006 the fund rose 112.2% compared to a rise of 3.8% in the MSCI World Index. The Fund was top quartile over 1,2,3,4,5 years and since inception.

Years at Aubrey

10

Industry experience

37

Rob is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2014.

An engineering graduate from Cambridge University, Rob began his career in 1988 at Thornton Management in London. Then he spent ten years in Hong Kong as an Asian fund manager with Credit Lyonnais International Asset Management. This company was later bought by Nicholas Applegate and then Colonial First State, where Rob ran the North Asian investment team as well as managing the Asian Special Situations Fund and a number of single country funds investing in India, Pakistan, Indonesia and Thailand.

He then went on to co-found emerging markets investment boutique BDT Invest LLP in London in 2000. Whilst at BDT, Rob co-managed a number of emerging market portfolios as well as the BDT Asian and Oriental Focus Funds.

Years at Aubrey

13

Industry experience

37

John is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2012.

John is a graduate of the University of Strathclyde, with a BA in Economics and, additionally, is a member of the CFA Institute.

John has over 30 years’ investment industry experience across global equity markets. He joined Glasgow-based FS Assurance in 1988, and managed equity portfolios in the UK retail and pension fund market. He then moved to First State Investments in 2000 to manage retail and segregated European client portfolios. In 2004, he moved to Alliance Trust PLC and was a member of the Global Equity Team and subsequently responsible for the Global Emerging Markets portfolio.

Years at Aubrey

5

Industry experience

39

Jon joined Aubrey as Investment Manager and Director in July 2020 where he leads the Defensive Income Strategy.

Prior to this, Jon had a 28-year career at Brooks Macdonald where he had been one of the founding directors. Throughout that time, he developed innovative and attractive investment management strategies, building the business from scratch until he left in October 2019 when it had 500 employees and £13bn FUM. During his time at Brooks Macdonald, he launched and managed the Defensive Capital Fund and by the time of his departure, had grown that to £700m, winning several awards including the 2019 Lipper Award for the Absolute Return sector.

Years at Aubrey

5

Industry experience

16

Félix has been working at Aubrey Capital since 2020 first as a Co-portfolio manager of Global Horizon and then as a Co-portfolio manager of Treetop Convertible International. He is also part of the team responsible for capital allocation within Emerging Markets for TreeTop’s third-party holdings. Felix is a board member of Aubrey Capital and TreeTop Invest.

Félix studied Business Management in Louvain, Belgium and moved to Hong Kong after his graduation in 2010. He worked at Wardferry (now WFM-Asia) for five years, where he covered growth Asian companies as an analyst. He then joined Treetop in London in 2015, as an analyst covering global growth companies for Treetop Convertible, Treetop Sequoia and Treetop Star International.

Years at Aubrey

5

Industry experience

15

Ben joined Aubrey in 2020 as one of the three co-managers of the TreeTop Global Horizon Fund, and now jointly manages the TreeTop Convertible International fund. He is also part of the team responsible for capital allocation within Emerging Markets for TreeTop’s third-party holdings. With a focus on fundamental research and growth assets, Ben contributes to idea generation for the Aubrey GEM Strategy.

Ben studied at King’s College, Cambridge, where he graduated with a degree in Economics. He then started his career in 2010 at Sanford C. Bernstein where he worked as an equity research analyst on the European Chemicals and European Building Materials sectors. He received the CFA designation in 2013. Ben moved to TreeTop in 2013 as an analyst (and later co-manager) of the Global Opportunities Fund.

Years at Aubrey

5

Industry experience

16

Jon joined Aubrey in 2020 as one of the three co-managers of the TreeTop Global Horizon Fund, and now jointly manages the TreeTop Convertible International fund. He is also part of the team responsible for capital allocation within Emerging Markets for TreeTop’s third-party holdings. With a focus on fundamental research and growth assets, Jon contributes to idea generation for the Aubrey GEM Strategy.

After graduating with a degree in Physics from University College London, Jon started his career at Ernst & Young, qualifying as a chartered accountant in 2009. He then joined Sanford C. Bernstein as an equity research analyst in 2010, before moving to TreeTop.

Jon has worked for TreeTop directly, and now indirectly, since 2014. He was previously an analyst and then a co-manager of TreeTop’s Global Opportunities Fund.

Years at Aubrey

11

Industry experience

28

Chris is an Investment Manager and is responsible for Aubrey’s Managed Portfolio Service. He has been with Aubrey since 2014.

Chris was Deputy Regional Director for Rathbone Investment Management in Edinburgh until 2013, having joined the firm in 1997. He was a member of Rathbones national Asset Allocation and Collectives Research Committees and has a significant background in alternative assets. Chris dealt specifically with adviser solutions and has particular experience in managing SIPPs. He joined Aubrey to establish its adviser and MPS services.

Chris is a Chartered Wealth Manager and Chartered FCSI.

Years at Aubrey

0

Industry experience

27

Anna joined in 2024 as an Investment Manager in Aubrey’s Private Client business.

She began her career at Henderson Global Investors in London, where she co-managed the core UK equity product. After some time living in Kenya, as head of research for Old Mutual Asset Management, she returned to the UK and worked at Threadneedle Investors in London before moving to Edinburgh to work for Adam and Company in 2011. There she led research for the PAM-award winning wealth manager, relaunched the IHT portfolio management service and managed private client portfolios, charities and family OEICs. Anna then spent five years at Amati Global Investors, co-managing their UK Small Cap OEIC, IHT portfolios and Amati AIM VCT. Anna contributes frequently to the Today programme, BBC TV, Sky News and Bloomberg TV.

Anna studied Economics and Philosophy at the London School of Economics, and has been a Chartered Financial Analyst (CFA) Charterholder since 2003. She is a trustee of the independent think tank Reform Scotland and heads up their fundraising committee.

Years at Aubrey

9

Industry experience

9

Klyzza joined the firm in 2015 as an Investment Analyst and works across both Global and Emerging Markets strategies.

She holds an MSc in Banking and Risk from the University of Edinburgh Business School and an MA(hons) in Economics and Finance from Heriot-Watt University. She has an international educational background spanning the Philippines, Sweden, Bahrain, UAE, and Saudi Arabia.

She is the Chair of the Sustainability Committee and holds the Investment Management Certificate (IMC) and Certificate in ESG Investing. She has passed CFA Level 1.

In 2019, she was named ‘Young Investment Woman of the Year (Small to Medium Firms)’ at Investment Week’s Women in Investment Awards.

Years at Aubrey

4

Industry experience

7

Camellia joined Aubrey in 2020 as an Investment Analyst after gaining a range of experience in previous roles.

Camellia started her career in investment management at Seven Investment Management in London and Qianhai Equity Exchange in Shenzhen. She then worked at Aberdeen Standard Investments where she was an Investment Analyst in Private Markets across their Corporate Finance, Diversified Assets, Infrastructure Equity and Private Equity teams.

Camellia has gained a Master’s degree in Accounting and Finance from the University of Edinburgh. She has lived and studied in both China and Australia and is fluent in Cantonese, Mandarin and Hakka. She has also completed Level 1 of the CFA course and has achieved the CFA ESG certificate.

Years at Aubrey

1

Industry experience

5

Tom joined Aubrey in 2024 as an Investment Analyst, working across both the Global and Emerging Markets strategies.

Previously, Tom worked at J. Stern & Co. in London for 4 years, where he undertook a broad range of work across client relations and performance analysis.

Tom has a degree in History from the University of Newcastle, holds the Investment Management Certificate and has passed Level 3 of the CFA program.

Years at Aubrey

0

Industry experience

2

Alysha joined Aubrey’s Private Client team in 2025 as a Trainee Investment Manager and is currently pursuing her CISI qualifications.

She began her career at The Bank of New York Mellon, supporting functions across client servicing and investment reporting.

Alysha holds a degree in Japanese from the University of Edinburgh and has both studied and worked in Japan.